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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 | $18,628 | $85,766-78.3% | $136,298-86.3% | $70,126-73.4% |
| Participation rate | 61.3% | 74.2%-12.9pp | 81.9%-20.6pp | 69.5%-8.2pp |
| Annual return | 21.88% | 31.46%-9.6pp | 5156.27%-5134.4pp | 73.15%-51.3pp |
| Employer contribution / active EE | $1,666 | $2,966-43.8% | $4,696-64.5% | $2,343-28.9% |
| Participant deferral / active EE | $1,861 | $5,051-63.2% | $6,247-70.2% | $3,332-44.1% |
| Admin fee / account holder | $46 | $5,421-99.2% | $9,244-99.5% | $4,645-99.0% |