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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 | $10,863 | $105,861-89.7% | $90,756-88.0% | $134,509-91.9% |
| Participation rate | 33.3% | 78.2%-44.9pp | 75.7%-42.4pp | 81.2%-47.9pp |
| Annual return | -19.06% | -10.99%-8.1pp | -12.16%-6.9pp | 418.13%-437.2pp |
| Employer contribution / active EE | $910 | $3,463-73.7% | $2,922-68.9% | $4,741-80.8% |
| Participant deferral / active EE | $1,365 | $5,217-73.8% | $4,565-70.1% | $6,400-78.7% |
| Admin fee / account holder | $43 | $13,938-99.7% | $8,445-99.5% | $11,427-99.6% |