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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 | $22,349 | $152,612-85.4% | $125,192-82.1% | $152,897-85.4% |
| Participation rate | 44.4% | 83.3%-38.9pp | 79.8%-35.3pp | 82.5%-38.0pp |
| Annual return | 29.06% | 54.85%-25.8pp | 43.79%-14.7pp | 345.43%-316.4pp |
| Employer contribution / active EE | $1,249 | $4,947-74.8% | $3,866-67.7% | $4,764-73.8% |
| Participant deferral / active EE | $1,690 | $5,868-71.2% | $4,937-65.8% | $5,851-71.1% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |