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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 | $19,722 | $138,076-85.7% | $123,553-84.0% | $135,380-85.4% |
| Participation rate | 35.3% | 84.7%-49.4pp | 82.3%-47.0pp | 82.6%-47.3pp |
| Annual return | -8.53% | 153.70%-162.2pp | 119.21%-127.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $1,760 | $5,152-65.8% | $4,628-62.0% | $4,779-63.2% |
| Participant deferral / active EE | $2,105 | $6,800-69.0% | $6,426-67.2% | $5,609-62.5% |
| Admin fee / account holder | $209 | $10,917-98.1% | $9,284-97.8% | $10,828-98.1% |