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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 | $9,142 | $71,878-87.3% | $86,698-89.5% | $68,486-86.7% |
| Participation rate | 46.1% | 72.2%-26.2pp | 76.6%-30.5pp | 67.9%-21.8pp |
| Annual return | -17.31% | 3.53%-20.8pp | 35.95%-53.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,382 | $3,779-63.4% | $4,656-70.3% | $4,028-65.7% |
| Admin fee / account holder | $247 | $6,113-96.0% | $7,493-96.7% | $5,404-95.4% |