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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 | $25,682 | $72,404-64.5% | $110,241-76.7% | $64,181-60.0% |
| Participation rate | 48.3% | 73.3%-25.1pp | 79.8%-31.5pp | 69.6%-21.3pp |
| Annual return | -6.46% | -6.29%-0.2pp | 314.75%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $802 | $2,282-64.9% | $3,827-79.1% | $2,381-66.3% |
| Participant deferral / active EE | $1,003 | $3,469-71.1% | $4,672-78.5% | $3,470-71.1% |
| Admin fee / account holder | $3 | $5,664-99.9% | $8,548-100.0% | $4,887-99.9% |