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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 | $5,465 | $100,911-94.6% | $90,440-94.0% | $158,966-96.6% |
| Participation rate | 45.0% | 75.0%-30.0pp | 72.7%-27.7pp | 82.0%-37.0pp |
| Annual return | 21.47% | 1726.62%-1705.1pp | 1294.38%-1272.9pp | 302.95%-281.5pp |
| Employer contribution / active EE | $418 | $3,690-88.7% | $3,263-87.2% | $4,762-91.2% |
| Participant deferral / active EE | $590 | $4,348-86.4% | $3,964-85.1% | $5,983-90.1% |
| Admin fee / account holder | $61 | $6,507-99.1% | $5,615-98.9% | $11,250-99.5% |