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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 | $18,467 | $157,296-88.3% | $141,191-86.9% | $152,897-87.9% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 104.32% | 64.34%+40.0pp | 71.41%+32.9pp | 345.43%-241.1pp |
| Employer contribution / active EE | $1,100 | $5,262-79.1% | $4,736-76.8% | $4,764-76.9% |
| Participant deferral / active EE | $1,882 | $7,111-73.5% | $6,710-72.0% | $5,851-67.8% |
| Admin fee / account holder | $18 | $12,125-99.9% | $10,264-99.8% | $11,599-99.8% |