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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 | $12,990 | $72,177-82.0% | $115,038-88.7% | $59,633-78.2% |
| Participation rate | 55.8% | 72.6%-16.7pp | 81.4%-25.6pp | 68.7%-12.9pp |
| Annual return | -1.66% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $727 | $2,841-74.4% | $4,608-84.2% | $2,203-67.0% |
| Participant deferral / active EE | $1,836 | $4,783-61.6% | $6,026-69.5% | $3,192-42.5% |
| Admin fee / account holder | $156 | $4,927-96.8% | $8,175-98.1% | $4,297-96.4% |