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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 | $20,431 | $102,429-80.1% | $147,096-86.1% | $80,925-74.8% |
| Participation rate | 65.4% | 75.9%-10.5pp | 82.2%-16.8pp | 67.7%-2.3pp |
| Annual return | 17.98% | 135.02%-117.0pp | 419.75%-401.8pp | 35.65%-17.7pp |
| Employer contribution / active EE | $1,555 | $3,716-58.1% | $4,936-68.5% | $2,756-43.6% |
| Participant deferral / active EE | $2,249 | $6,649-66.2% | $8,071-72.1% | $4,299-47.7% |
| Admin fee / account holder | $0 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |