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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 | $15,714 | $131,835-88.1% | $108,582-85.5% | $273,972-94.3% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.6%-22.4pp | 83.0%-25.9pp |
| Annual return | 6.18% | -91.57%+97.8pp | -51.70%+57.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,093 | $4,913-77.8% | $3,758-70.9% | $4,869-77.6% |
| Participant deferral / active EE | $1,192 | $5,127-76.8% | $4,311-72.4% | $5,287-77.5% |
| Admin fee / account holder | $25 | $10,253-99.8% | $7,645-99.7% | $10,133-99.8% |