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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 | $3,563 | $45,872-92.2% | $77,096-95.4% | $68,486-94.8% |
| Participation rate | 57.8% | 55.9%+1.9pp | 67.9%-10.1pp | 67.9%-10.1pp |
| Annual return | -14.29% | 1.73%-16.0pp | 42.35%-56.6pp | -7.85%-6.4pp |
| Employer contribution / active EE | $514 | $1,650-68.9% | $2,814-81.8% | $2,597-80.2% |
| Participant deferral / active EE | $571 | $2,963-80.7% | $4,429-87.1% | $4,028-85.8% |
| Admin fee / account holder | $78 | $3,041-97.4% | $5,428-98.6% | $5,404-98.5% |