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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 | $7,279 | $105,867-93.1% | $90,760-92.0% | $134,532-94.6% |
| Participation rate | 37.5% | 78.3%-40.8pp | 75.7%-38.2pp | 81.2%-43.7pp |
| Annual return | -14.18% | -10.99%-3.2pp | -12.16%-2.0pp | 418.27%-432.4pp |
| Employer contribution / active EE | $683 | $3,464-80.3% | $2,922-76.6% | $4,741-85.6% |
| Participant deferral / active EE | $964 | $5,217-81.5% | $4,565-78.9% | $6,401-84.9% |
| Admin fee / account holder | $22 | $13,936-99.8% | $8,444-99.7% | $11,429-99.8% |