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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 | $13,650 | $71,878-81.0% | $86,698-84.3% | $68,486-80.1% |
| Participation rate | 36.0% | 72.2%-36.2pp | 76.6%-40.5pp | 67.9%-31.8pp |
| Annual return | -16.84% | 3.53%-20.4pp | 35.95%-52.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $683 | $2,173-68.6% | $2,837-75.9% | $2,597-73.7% |
| Participant deferral / active EE | $1,362 | $3,779-64.0% | $4,656-70.7% | $4,028-66.2% |
| Admin fee / account holder | $222 | $6,113-96.4% | $7,493-97.0% | $5,404-95.9% |