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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 | $16,518 | $82,674-80.0% | $125,363-86.8% | $68,495-75.9% |
| Participation rate | 58.6% | 75.0%-16.4pp | 82.4%-23.8pp | 67.9%-9.3pp |
| Annual return | 16.12% | -5.97%+22.1pp | 572.15%-556.0pp | -7.84%+24.0pp |
| Employer contribution / active EE | $1,341 | $3,382-60.3% | $4,815-72.1% | $2,596-48.3% |
| Participant deferral / active EE | $1,580 | $6,111-74.2% | $7,447-78.8% | $4,028-60.8% |
| Admin fee / account holder | $49 | $6,276-99.2% | $10,005-99.5% | $5,403-99.1% |