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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 | $6,061 | $100,805-94.0% | $86,698-93.0% | $134,532-95.5% |
| Participation rate | 62.5% | 79.0%-16.5pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -18.61% | 29.09%-47.7pp | 35.95%-54.6pp | 418.27%-436.9pp |
| Employer contribution / active EE | $1,051 | $3,490-69.9% | $2,837-63.0% | $4,741-77.8% |
| Participant deferral / active EE | $1,161 | $5,339-78.3% | $4,656-75.1% | $6,401-81.9% |
| Admin fee / account holder | $58 | $10,925-99.5% | $7,493-99.2% | $11,429-99.5% |