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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 | $12,753 | $166,242-92.3% | $165,071-92.3% | $145,884-91.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 16.67% | 100.44%-83.8pp | 70.17%-53.5pp | 551.85%-535.2pp |
| Employer contribution / active EE | $1,166 | $5,283-77.9% | $4,347-73.2% | $4,662-75.0% |
| Participant deferral / active EE | $1,457 | $6,964-79.1% | $6,035-75.9% | $6,690-78.2% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |