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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 | $18,319 | $154,209-88.1% | $130,062-85.9% | $139,487-86.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 24.25% | 32.52%-8.3pp | -137.37%+161.6pp | 373.84%-349.6pp |
| Employer contribution / active EE | $1,207 | $5,292-77.2% | $4,322-72.1% | $4,755-74.6% |
| Participant deferral / active EE | $1,857 | $6,709-72.3% | $5,821-68.1% | $6,713-72.3% |
| Admin fee / account holder | $60 | $13,988-99.6% | $10,601-99.4% | $11,407-99.5% |