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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 | $11,269 | $85,766-86.9% | $136,298-91.7% | $70,126-83.9% |
| Participation rate | 54.4% | 74.2%-19.7pp | 81.9%-27.5pp | 69.5%-15.1pp |
| Annual return | 16.72% | 31.46%-14.7pp | 5156.27%-5139.5pp | 73.15%-56.4pp |
| Employer contribution / active EE | $897 | $2,966-69.8% | $4,696-80.9% | $2,343-61.7% |
| Participant deferral / active EE | $1,221 | $5,051-75.8% | $6,247-80.5% | $3,332-63.4% |
| Admin fee / account holder | $66 | $5,421-98.8% | $9,244-99.3% | $4,645-98.6% |