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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 | $166,131-88.6% | $164,975-88.5% | $145,877-87.0% |
| Participation rate | 45.8% | 82.0%-36.2pp | 78.6%-32.8pp | 80.3%-34.5pp |
| Annual return | 19.96% | 100.37%-80.4pp | 70.12%-50.2pp | 551.28%-531.3pp |
| Employer contribution / active EE | $1,383 | $5,276-73.8% | $4,343-68.1% | $4,663-70.3% |
| Participant deferral / active EE | $1,613 | $6,962-76.8% | $6,033-73.3% | $6,691-75.9% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |