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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 | $13,553 | $157,304-91.4% | $141,197-90.4% | $152,909-91.1% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 45.08% | 64.34%-19.3pp | 71.41%-26.3pp | 345.46%-300.4pp |
| Employer contribution / active EE | $1,059 | $5,263-79.9% | $4,736-77.7% | $4,764-77.8% |
| Participant deferral / active EE | $2,217 | $7,111-68.8% | $6,710-67.0% | $5,851-62.1% |
| Admin fee / account holder | $118 | $12,126-99.0% | $10,265-98.8% | $11,601-99.0% |