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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 | $6,583 | $59,813-89.0% | $79,580-91.7% | $68,486-90.4% |
| Participation rate | 32.9% | 61.1%-28.2pp | 69.5%-36.6pp | 67.9%-35.0pp |
| Annual return | -7.86% | -12.30%+4.4pp | 0.15%-8.0pp | -7.85%0pp |
| Employer contribution / active EE | $518 | $1,505-65.6% | $2,413-78.5% | $2,597-80.0% |
| Participant deferral / active EE | $1,005 | $3,024-66.8% | $3,985-74.8% | $4,028-75.0% |
| Admin fee / account holder | $199 | $4,835-95.9% | $6,835-97.1% | $5,404-96.3% |