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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 | $15,507 | $62,589-75.2% | $76,768-79.8% | $64,173-75.8% |
| Participation rate | 37.7% | 72.8%-35.1pp | 77.0%-39.3pp | 69.6%-31.9pp |
| Annual return | -5.24% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $592 | $1,832-67.7% | $2,485-76.2% | $2,381-75.1% |
| Participant deferral / active EE | $1,241 | $3,145-60.5% | $3,852-67.8% | $3,470-64.2% |
| Admin fee / account holder | $211 | $4,667-95.5% | $6,675-96.8% | $4,887-95.7% |