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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 | $15,003 | $167,362-91.0% | $143,799-89.6% | $134,532-88.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -13.04% | 0.47%-13.5pp | -0.04%-13.0pp | 418.27%-431.3pp |
| Employer contribution / active EE | $1,379 | $5,620-75.5% | $4,952-72.2% | $4,741-70.9% |
| Participant deferral / active EE | $1,425 | $6,447-77.9% | $5,638-74.7% | $6,401-77.7% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |