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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 | $15,540 | $105,866-85.3% | $90,766-82.9% | $134,545-88.5% |
| Participation rate | 66.7% | 78.3%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $921 | $3,464-73.4% | $2,922-68.5% | $4,742-80.6% |
| Participant deferral / active EE | $1,341 | $5,217-74.3% | $4,565-70.6% | $6,401-79.1% |
| Admin fee / account holder | $6 | $13,938-100.0% | $8,446-99.9% | $11,431-99.9% |