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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 | $19,514 | $85,766-77.2% | $136,298-85.7% | $70,126-72.2% |
| Participation rate | 65.0% | 74.2%-9.2pp | 81.9%-16.9pp | 69.5%-4.5pp |
| Annual return | 19.50% | 31.46%-12.0pp | 5156.27%-5136.8pp | 73.15%-53.7pp |
| Employer contribution / active EE | $1,138 | $2,966-61.6% | $4,696-75.8% | $2,343-51.4% |
| Participant deferral / active EE | $2,006 | $5,051-60.3% | $6,247-67.9% | $3,332-39.8% |
| Admin fee / account holder | $1 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |