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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 | $19,128 | $65,704-70.9% | $94,229-79.7% | $59,633-67.9% |
| Participation rate | 65.2% | 72.1%-7.0pp | 78.8%-13.6pp | 68.7%-3.5pp |
| Annual return | -0.96% | 5.22%-6.2pp | 10.68%-11.6pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $858 | $2,021-57.5% | $3,587-76.1% | $2,203-61.1% |
| Participant deferral / active EE | $1,379 | $3,143-56.1% | $4,320-68.1% | $3,192-56.8% |
| Admin fee / account holder | $134 | $4,265-96.9% | $6,269-97.9% | $4,297-96.9% |