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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 | $14,834 | $160,040-90.7% | $147,096-89.9% | $145,877-89.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.51% | 98.49%-81.0pp | 419.75%-402.2pp | 551.28%-533.8pp |
| Employer contribution / active EE | $1,499 | $5,289-71.7% | $4,936-69.6% | $4,663-67.8% |
| Participant deferral / active EE | $2,279 | $8,429-73.0% | $8,071-71.8% | $6,691-65.9% |
| Admin fee / account holder | $219 | $15,050-98.5% | $13,005-98.3% | $13,402-98.4% |