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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 | $15,817 | $89,367-82.3% | $141,191-88.8% | $72,975-78.3% |
| Participation rate | 34.6% | 75.1%-40.5pp | 82.5%-47.9pp | 69.5%-34.9pp |
| Annual return | 56.65% | 111.87%-55.2pp | 71.41%-14.8pp | 81.01%-24.4pp |
| Employer contribution / active EE | $1,359 | $3,115-56.4% | $4,736-71.3% | $2,440-44.3% |
| Participant deferral / active EE | $1,919 | $5,419-64.6% | $6,710-71.4% | $3,608-46.8% |
| Admin fee / account holder | $16 | $5,957-99.7% | $10,264-99.8% | $5,124-99.7% |