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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 | $17,211 | $91,537-81.2% | $130,045-86.8% | $75,173-77.1% |
| Participation rate | 21.4% | 71.5%-50.0pp | 78.5%-57.1pp | 67.2%-45.8pp |
| Annual return | 36.85% | -631.55%+668.4pp | -137.30%+174.2pp | 160.72%-123.9pp |
| Employer contribution / active EE | $1,210 | $2,845-57.5% | $4,321-72.0% | $2,671-54.7% |
| Participant deferral / active EE | $1,423 | $4,343-67.2% | $5,820-75.5% | $4,126-65.5% |
| Admin fee / account holder | $81 | $6,780-98.8% | $10,600-99.2% | $5,651-98.6% |