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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 | $15,484 | $127,387-87.8% | $115,038-86.5% | $125,389-87.7% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -0.82% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $948 | $5,166-81.6% | $4,608-79.4% | $4,866-80.5% |
| Participant deferral / active EE | $1,050 | $6,423-83.7% | $6,026-82.6% | $5,352-80.4% |
| Admin fee / account holder | $99 | $9,516-99.0% | $8,175-98.8% | $9,541-99.0% |