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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 | $12,684 | $131,835-90.4% | $108,582-88.3% | $273,972-95.4% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.6%-15.3pp | 83.0%-18.7pp |
| Annual return | 8.38% | -91.57%+100.0pp | -51.70%+60.1pp | 41.46%-33.1pp |
| Employer contribution / active EE | $916 | $4,913-81.4% | $3,758-75.6% | $4,869-81.2% |
| Participant deferral / active EE | $1,398 | $5,127-72.7% | $4,311-67.6% | $5,287-73.6% |
| Admin fee / account holder | $8 | $10,253-99.9% | $7,645-99.9% | $10,133-99.9% |