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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 | $17,262 | $85,766-79.9% | $136,298-87.3% | $70,126-75.4% |
| Participation rate | 28.0% | 74.2%-46.2pp | 81.9%-53.9pp | 69.5%-41.5pp |
| Annual return | 18.04% | 31.46%-13.4pp | 5156.27%-5138.2pp | 73.15%-55.1pp |
| Employer contribution / active EE | $1,006 | $2,966-66.1% | $4,696-78.6% | $2,343-57.1% |
| Participant deferral / active EE | $1,290 | $5,051-74.5% | $6,247-79.3% | $3,332-61.3% |
| Admin fee / account holder | $112 | $5,421-97.9% | $9,244-98.8% | $4,645-97.6% |