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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 | $13,317 | $157,296-91.5% | $141,191-90.6% | $152,897-91.3% |
| Participation rate | 41.2% | 84.8%-43.6pp | 82.5%-41.3pp | 82.5%-41.3pp |
| Annual return | 28.57% | 64.34%-35.8pp | 71.41%-42.8pp | 345.43%-316.9pp |
| Employer contribution / active EE | $1,334 | $5,262-74.6% | $4,736-71.8% | $4,764-72.0% |
| Participant deferral / active EE | $2,007 | $7,111-71.8% | $6,710-70.1% | $5,851-65.7% |
| Admin fee / account holder | $90 | $12,125-99.3% | $10,264-99.1% | $11,599-99.2% |