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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,409 | $72,177-78.7% | $115,038-86.6% | $59,633-74.2% |
| Participation rate | 67.6% | 72.6%-4.9pp | 81.4%-13.7pp | 68.7%-1.0pp |
| Annual return | -2.27% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $1,620 | $2,841-43.0% | $4,608-64.8% | $2,203-26.4% |
| Participant deferral / active EE | $1,828 | $4,783-61.8% | $6,026-69.7% | $3,192-42.7% |
| Admin fee / account holder | $166 | $4,927-96.6% | $8,175-98.0% | $4,297-96.1% |