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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 | $16,945 | $85,766-80.2% | $136,298-87.6% | $70,126-75.8% |
| Participation rate | 29.6% | 74.2%-44.6pp | 81.9%-52.3pp | 69.5%-39.9pp |
| Annual return | 16.71% | 31.46%-14.7pp | 5156.27%-5139.6pp | 73.15%-56.4pp |
| Employer contribution / active EE | $731 | $2,966-75.4% | $4,696-84.4% | $2,343-68.8% |
| Participant deferral / active EE | $1,456 | $5,051-71.2% | $6,247-76.7% | $3,332-56.3% |
| Admin fee / account holder | $275 | $5,421-94.9% | $9,244-97.0% | $4,645-94.1% |