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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 | $18,844 | $103,392-81.8% | $87,104-78.4% | $152,897-87.7% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 15.86% | 28.10%-12.2pp | 28.19%-12.3pp | 345.43%-329.6pp |
| Employer contribution / active EE | $1,084 | $3,221-66.4% | $2,521-57.0% | $4,764-77.3% |
| Participant deferral / active EE | $1,084 | $4,778-77.3% | $4,048-73.2% | $5,851-81.5% |
| Admin fee / account holder | $21 | $12,194-99.8% | $7,491-99.7% | $11,599-99.8% |