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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 | $18,057 | $85,766-78.9% | $136,298-86.8% | $70,126-74.3% |
| Participation rate | 63.6% | 74.2%-10.5pp | 81.9%-18.3pp | 69.5%-5.9pp |
| Annual return | 17.15% | 31.46%-14.3pp | 5156.27%-5139.1pp | 73.15%-56.0pp |
| Employer contribution / active EE | $1,448 | $2,966-51.2% | $4,696-69.2% | $2,343-38.2% |
| Participant deferral / active EE | $929 | $5,051-81.6% | $6,247-85.1% | $3,332-72.1% |
| Admin fee / account holder | $75 | $5,421-98.6% | $9,244-99.2% | $4,645-98.4% |