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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 | $2,124 | $73,863-97.1% | $143,797-98.5% | $68,490-96.9% |
| Participation rate | 69.7% | 66.7%+3.1pp | 80.3%-10.6pp | 67.9%+1.8pp |
| Annual return | -18.95% | 0.91%-19.9pp | -0.04%-18.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $429 | $3,185-86.5% | $4,952-91.3% | $2,597-83.5% |
| Participant deferral / active EE | $722 | $3,385-78.7% | $5,638-87.2% | $4,028-82.1% |
| Admin fee / account holder | $223 | $5,756-96.1% | $14,679-98.5% | $5,403-95.9% |