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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 | $12,384 | $97,020-87.2% | $83,327-85.1% | $135,380-90.9% |
| Participation rate | 42.9% | 80.4%-37.6pp | 77.8%-34.9pp | 82.6%-39.8pp |
| Annual return | -7.84% | 12.31%-20.1pp | 10.64%-18.5pp | 519.81%-527.6pp |
| Employer contribution / active EE | $1,046 | $4,144-74.7% | $3,379-69.0% | $4,779-78.1% |
| Participant deferral / active EE | $1,201 | $5,964-79.9% | $5,565-78.4% | $5,609-78.6% |
| Admin fee / account holder | $52 | $8,426-99.4% | $7,540-99.3% | $10,828-99.5% |