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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 | $18,168 | $72,177-74.8% | $115,038-84.2% | $59,633-69.5% |
| Participation rate | 60.5% | 72.6%-12.1pp | 81.4%-20.9pp | 68.7%-8.2pp |
| Annual return | -1.56% | 12.02%-13.6pp | 26.14%-27.7pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $879 | $2,841-69.1% | $4,608-80.9% | $2,203-60.1% |
| Participant deferral / active EE | $1,843 | $4,783-61.5% | $6,026-69.4% | $3,192-42.3% |
| Admin fee / account holder | $175 | $4,927-96.4% | $8,175-97.9% | $4,297-95.9% |