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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 | $8,873 | $105,861-91.6% | $90,756-90.2% | $134,509-93.4% |
| Participation rate | 59.1% | 78.2%-19.2pp | 75.7%-16.6pp | 81.2%-22.1pp |
| Annual return | -17.98% | -10.99%-7.0pp | -12.16%-5.8pp | 418.13%-436.1pp |
| Employer contribution / active EE | $780 | $3,463-77.5% | $2,922-73.3% | $4,741-83.5% |
| Participant deferral / active EE | $1,241 | $5,217-76.2% | $4,565-72.8% | $6,400-80.6% |
| Admin fee / account holder | $264 | $13,938-98.1% | $8,445-96.9% | $11,427-97.7% |