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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 | $11,772 | $152,612-92.3% | $125,192-90.6% | $152,897-92.3% |
| Participation rate | 61.5% | 83.3%-21.8pp | 79.8%-18.2pp | 82.5%-20.9pp |
| Annual return | 21.70% | 54.85%-33.1pp | 43.79%-22.1pp | 345.43%-323.7pp |
| Employer contribution / active EE | $1,217 | $4,947-75.4% | $3,866-68.5% | $4,764-74.5% |
| Participant deferral / active EE | $1,618 | $5,868-72.4% | $4,937-67.2% | $5,851-72.3% |
| Admin fee / account holder | $124 | $13,437-99.1% | $9,704-98.7% | $11,599-98.9% |