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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 | $15,674 | $89,370-82.5% | $141,197-88.9% | $72,976-78.5% |
| Participation rate | 25.6% | 75.1%-49.5pp | 82.5%-56.9pp | 69.5%-43.9pp |
| Annual return | 45.01% | 111.88%-66.9pp | 71.41%-26.4pp | 81.02%-36.0pp |
| Employer contribution / active EE | $971 | $3,115-68.8% | $4,736-79.5% | $2,440-60.2% |
| Participant deferral / active EE | $1,788 | $5,419-67.0% | $6,710-73.4% | $3,608-50.4% |
| Admin fee / account holder | $10 | $5,957-99.8% | $10,265-99.9% | $5,124-99.8% |