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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 | $10,554 | $85,766-87.7% | $136,298-92.3% | $70,126-84.9% |
| Participation rate | 41.9% | 74.2%-32.2pp | 81.9%-40.0pp | 69.5%-27.6pp |
| Annual return | 20.78% | 31.46%-10.7pp | 5156.27%-5135.5pp | 73.15%-52.4pp |
| Employer contribution / active EE | $738 | $2,966-75.1% | $4,696-84.3% | $2,343-68.5% |
| Participant deferral / active EE | $1,353 | $5,051-73.2% | $6,247-78.3% | $3,332-59.4% |
| Admin fee / account holder | $79 | $5,421-98.5% | $9,244-99.1% | $4,645-98.3% |