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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 | $21,311 | $166,242-87.2% | $165,071-87.1% | $145,884-85.4% |
| Participation rate | 30.0% | 82.0%-52.0pp | 78.6%-48.6pp | 80.3%-50.3pp |
| Annual return | 17.73% | 100.44%-82.7pp | 70.17%-52.4pp | 551.85%-534.1pp |
| Employer contribution / active EE | $1,483 | $5,283-71.9% | $4,347-65.9% | $4,662-68.2% |
| Participant deferral / active EE | $1,483 | $6,964-78.7% | $6,035-75.4% | $6,690-77.8% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |