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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 | $5,012 | $77,816-93.6% | $123,552-95.9% | $64,173-92.2% |
| Participation rate | 67.7% | 74.7%-7.0pp | 82.3%-14.6pp | 69.6%-1.9pp |
| Annual return | -4.74% | 12.49%-17.2pp | 119.20%-123.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $958 | $3,014-68.2% | $4,628-79.3% | $2,381-59.7% |
| Participant deferral / active EE | $1,934 | $5,240-63.1% | $6,426-69.9% | $3,470-44.3% |
| Admin fee / account holder | $102 | $5,519-98.1% | $9,285-98.9% | $4,887-97.9% |