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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 | $22,644 | $91,525-75.3% | $130,026-82.6% | $75,181-69.9% |
| Participation rate | 50.0% | 71.4%-21.4pp | 78.5%-28.5pp | 67.2%-17.2pp |
| Annual return | 29.21% | -631.40%+660.6pp | -137.26%+166.5pp | 160.69%-131.5pp |
| Employer contribution / active EE | $1,413 | $2,844-50.3% | $4,321-67.3% | $2,671-47.1% |
| Participant deferral / active EE | $1,701 | $4,342-60.8% | $5,821-70.8% | $4,126-58.8% |
| Admin fee / account holder | $18 | $6,778-99.7% | $10,608-99.8% | $5,650-99.7% |