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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 | $19,017 | $166,242-88.6% | $165,071-88.5% | $145,884-87.0% |
| Participation rate | 45.8% | 82.0%-36.2pp | 78.6%-32.8pp | 80.3%-34.5pp |
| Annual return | 19.96% | 100.44%-80.5pp | 70.17%-50.2pp | 551.85%-531.9pp |
| Employer contribution / active EE | $1,383 | $5,283-73.8% | $4,347-68.2% | $4,662-70.3% |
| Participant deferral / active EE | $1,613 | $6,964-76.8% | $6,035-73.3% | $6,690-75.9% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |