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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 | $17,994 | $124,346-85.5% | $111,308-83.8% | $167,536-89.3% |
| Participation rate | 35.3% | 79.6%-44.3pp | 77.3%-42.0pp | 82.1%-46.8pp |
| Annual return | 18.65% | 37.45%-18.8pp | 54.67%-36.0pp | 478.82%-460.2pp |
| Employer contribution / active EE | $934 | $3,437-72.8% | $2,732-65.8% | $4,839-80.7% |
| Participant deferral / active EE | $1,316 | $5,182-74.6% | $4,487-70.7% | $6,342-79.2% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |