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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 | $15,267 | $129,960-88.3% | $104,299-85.4% | $134,545-88.7% |
| Participation rate | 33.3% | 79.5%-46.2pp | 73.3%-39.9pp | 81.2%-47.9pp |
| Annual return | -18.83% | 42.06%-60.9pp | 24.62%-43.5pp | 418.37%-437.2pp |
| Employer contribution / active EE | $835 | $4,186-80.1% | $3,373-75.3% | $4,742-82.4% |
| Participant deferral / active EE | $835 | $5,589-85.1% | $4,626-82.0% | $6,401-87.0% |
| Admin fee / account holder | $67 | $9,324-99.3% | $7,339-99.1% | $11,431-99.4% |