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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 | $6,090 | $82,678-92.6% | $125,391-95.1% | $68,490-91.1% |
| Participation rate | 67.9% | 75.1%-7.2pp | 82.4%-14.5pp | 67.9%0pp |
| Annual return | -18.24% | -5.97%-12.3pp | 572.41%-590.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $1,048 | $3,382-69.0% | $4,816-78.2% | $2,597-59.6% |
| Participant deferral / active EE | $1,422 | $6,111-76.7% | $7,448-80.9% | $4,028-64.7% |
| Admin fee / account holder | $17 | $6,277-99.7% | $10,009-99.8% | $5,403-99.7% |