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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 | $20,276 | $54,729-63.0% | $86,235-76.5% | $71,529-71.7% |
| Participation rate | 25.9% | 60.1%-34.2pp | 69.0%-43.0pp | 67.9%-42.0pp |
| Annual return | 20.91% | 20.07%+0.8pp | 1170.03%-1149.1pp | 28.97%-8.1pp |
| Employer contribution / active EE | $614 | $1,267-51.6% | $2,381-74.2% | $2,590-76.3% |
| Participant deferral / active EE | $992 | $3,110-68.1% | $3,987-75.1% | $4,291-76.9% |
| Admin fee / account holder | $246 | $1,921-87.2% | $6,856-96.4% | $1,588-84.5% |