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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 | $30,937 | $196,972-84.3% | $182,262-83.0% | $198,609-84.4% |
| Participation rate | 58.8% | 85.7%-26.9pp | 84.2%-25.4pp | 82.4%-23.6pp |
| Annual return | 20.10% | 158.27%-138.2pp | 140.60%-120.5pp | 202.70%-182.6pp |
| Employer contribution / active EE | $2,039 | $5,364-62.0% | $5,046-59.6% | $5,055-59.7% |
| Participant deferral / active EE | $2,335 | $8,643-73.0% | $8,276-71.8% | $6,977-66.5% |
| Admin fee / account holder | $280 | $18,429-98.5% | $16,712-98.3% | $19,030-98.5% |