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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 | $15,777 | $57,352-72.5% | $83,831-81.2% | $64,173-75.4% |
| Participation rate | 60.4% | 68.6%-8.2pp | 76.1%-15.8pp | 69.6%-9.2pp |
| Annual return | -4.72% | 11.38%-16.1pp | 850.99%-855.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $803 | $2,546-68.4% | $3,631-77.9% | $2,381-66.3% |
| Participant deferral / active EE | $1,214 | $2,993-59.5% | $4,082-70.3% | $3,470-65.0% |
| Admin fee / account holder | $120 | $4,046-97.0% | $5,479-97.8% | $4,887-97.6% |