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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 | $16,707 | $152,612-89.1% | $125,192-86.7% | $152,897-89.1% |
| Participation rate | 36.4% | 83.3%-47.0pp | 79.8%-43.4pp | 82.5%-46.1pp |
| Annual return | 29.74% | 54.85%-25.1pp | 43.79%-14.1pp | 345.43%-315.7pp |
| Employer contribution / active EE | $1,250 | $4,947-74.7% | $3,866-67.7% | $4,764-73.7% |
| Participant deferral / active EE | $1,554 | $5,868-73.5% | $4,937-68.5% | $5,851-73.4% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |