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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 | $8,980 | $85,766-89.5% | $136,298-93.4% | $70,126-87.2% |
| Participation rate | 55.0% | 74.2%-19.2pp | 81.9%-26.9pp | 69.5%-14.5pp |
| Annual return | 27.92% | 31.46%-3.5pp | 5156.27%-5128.4pp | 73.15%-45.2pp |
| Employer contribution / active EE | $865 | $2,966-70.9% | $4,696-81.6% | $2,343-63.1% |
| Participant deferral / active EE | $1,139 | $5,051-77.5% | $6,247-81.8% | $3,332-65.8% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |