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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 | $15,706 | $183,539-91.4% | $155,556-89.9% | $145,897-89.2% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 12.56% | 61.31%-48.7pp | 64.84%-52.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,032 | $5,315-80.6% | $4,675-77.9% | $4,663-77.9% |
| Participant deferral / active EE | $1,259 | $6,467-80.5% | $5,631-77.6% | $6,689-81.2% |
| Admin fee / account holder | $86 | $19,275-99.6% | $15,885-99.5% | $13,390-99.4% |