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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 | $12,753 | $157,270-91.9% | $141,173-91.0% | $152,870-91.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 27.26% | 64.33%-37.1pp | 71.40%-44.1pp | 345.34%-318.1pp |
| Employer contribution / active EE | $1,160 | $5,261-78.0% | $4,735-75.5% | $4,763-75.6% |
| Participant deferral / active EE | $2,019 | $7,110-71.6% | $6,710-69.9% | $5,850-65.5% |
| Admin fee / account holder | $153 | $12,121-98.7% | $10,262-98.5% | $11,597-98.7% |