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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 | $16,966 | $98,776-82.8% | $149,745-88.7% | $79,856-78.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 14.10% | 27.38%-13.3pp | 276.72%-262.6pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,094 | $3,217-66.0% | $4,646-76.4% | $2,471-55.7% |
| Participant deferral / active EE | $2,295 | $5,681-59.6% | $6,843-66.5% | $3,741-38.7% |
| Admin fee / account holder | $19 | $6,053-99.7% | $9,312-99.8% | $5,306-99.6% |