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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 | $12,808 | $69,012-81.4% | $160,009-92.0% | $68,486-81.3% |
| Participation rate | 64.0% | 65.4%-1.4pp | 78.0%-14.0pp | 67.9%-3.9pp |
| Annual return | -17.18% | -9.65%-7.5pp | 408.85%-426.0pp | -7.85%-9.3pp |
| Employer contribution / active EE | $560 | $2,212-74.7% | $4,225-86.7% | $2,597-78.4% |
| Participant deferral / active EE | $1,300 | $4,212-69.1% | $6,183-79.0% | $4,028-67.7% |
| Admin fee / account holder | $199 | $4,798-95.9% | $8,715-97.7% | $5,404-96.3% |