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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 | $9,035 | $82,674-89.1% | $125,363-92.8% | $68,495-86.8% |
| Participation rate | 65.3% | 75.0%-9.7pp | 82.4%-17.1pp | 67.9%-2.6pp |
| Annual return | -9.18% | -5.97%-3.2pp | 572.15%-581.3pp | -7.84%-1.3pp |
| Employer contribution / active EE | $943 | $3,382-72.1% | $4,815-80.4% | $2,596-63.7% |
| Participant deferral / active EE | $2,376 | $6,111-61.1% | $7,447-68.1% | $4,028-41.0% |
| Admin fee / account holder | $219 | $6,276-96.5% | $10,005-97.8% | $5,403-95.9% |