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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 | $14,085 | $61,660-77.2% | $80,022-82.4% | $64,173-78.1% |
| Participation rate | 66.7% | 71.7%-5.0pp | 75.8%-9.2pp | 69.6%-2.9pp |
| Annual return | -7.35% | -0.33%-7.0pp | 11.22%-18.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $516 | $1,810-71.5% | $2,468-79.1% | $2,381-78.3% |
| Participant deferral / active EE | $1,276 | $2,968-57.0% | $3,686-65.4% | $3,470-63.2% |
| Admin fee / account holder | $102 | $5,417-98.1% | $6,521-98.4% | $4,887-97.9% |