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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 | $9,828 | $142,392-93.1% | $119,622-91.8% | $134,532-92.7% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | 27.50% | -12.46%+40.0pp | -14.98%+42.5pp | 418.27%-390.8pp |
| Employer contribution / active EE | $1,543 | $5,224-70.5% | $4,232-63.5% | $4,741-67.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $158 | $13,593-98.8% | $10,328-98.5% | $11,429-98.6% |