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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 | $17,127 | $85,766-80.0% | $136,297-87.4% | $70,131-75.6% |
| Participation rate | 51.9% | 74.2%-22.3pp | 81.9%-30.1pp | 69.5%-17.7pp |
| Annual return | 14.97% | 31.45%-16.5pp | 5156.16%-5141.2pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,277 | $2,966-56.9% | $4,696-72.8% | $2,342-45.5% |
| Participant deferral / active EE | $1,661 | $5,051-67.1% | $6,247-73.4% | $3,332-50.1% |
| Admin fee / account holder | $60 | $5,420-98.9% | $9,244-99.4% | $4,645-98.7% |