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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 | $8,384 | $68,996-87.8% | $159,991-94.8% | $68,495-87.8% |
| Participation rate | 52.8% | 65.4%-12.6pp | 78.0%-25.1pp | 67.9%-15.1pp |
| Annual return | -14.18% | -9.65%-4.5pp | 408.82%-423.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $674 | $2,212-69.5% | $4,225-84.0% | $2,596-74.0% |
| Participant deferral / active EE | $1,160 | $4,211-72.4% | $6,183-81.2% | $4,028-71.2% |
| Admin fee / account holder | $73 | $4,797-98.5% | $8,715-99.2% | $5,403-98.7% |