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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 | $15,189 | $77,817-80.5% | $123,553-87.7% | $64,173-76.3% |
| Participation rate | 63.3% | 74.7%-11.4pp | 82.3%-19.0pp | 69.6%-6.2pp |
| Annual return | -7.85% | 12.49%-20.3pp | 119.21%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $810 | $3,014-73.1% | $4,628-82.5% | $2,381-66.0% |
| Participant deferral / active EE | $1,757 | $5,240-66.5% | $6,426-72.7% | $3,470-49.4% |
| Admin fee / account holder | $219 | $5,519-96.0% | $9,284-97.6% | $4,887-95.5% |