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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 | $16,343 | $157,296-89.6% | $141,191-88.4% | $152,897-89.3% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 29.94% | 64.34%-34.4pp | 71.41%-41.5pp | 345.43%-315.5pp |
| Employer contribution / active EE | $1,198 | $5,262-77.2% | $4,736-74.7% | $4,764-74.9% |
| Participant deferral / active EE | $1,575 | $7,111-77.8% | $6,710-76.5% | $5,851-73.1% |
| Admin fee / account holder | $152 | $12,125-98.7% | $10,264-98.5% | $11,599-98.7% |