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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 | $8,086 | $64,716-87.5% | $112,258-92.8% | $68,495-88.2% |
| Participation rate | 52.0% | 67.2%-15.2pp | 75.1%-23.1pp | 67.9%-15.9pp |
| Annual return | -18.88% | -11.40%-7.5pp | 27.47%-46.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $864 | $2,746-68.6% | $3,636-76.2% | $2,596-66.7% |
| Participant deferral / active EE | $1,227 | $3,565-65.6% | $4,728-74.0% | $4,028-69.5% |
| Admin fee / account holder | $144 | $5,232-97.2% | $6,411-97.8% | $5,403-97.3% |