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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 | $14,621 | $116,203-87.4% | $93,621-84.4% | $152,897-90.4% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.8%-55.8pp | 82.5%-62.5pp |
| Annual return | 44.02% | 35.96%+8.1pp | 32.76%+11.3pp | 345.43%-301.4pp |
| Employer contribution / active EE | $929 | $3,219-71.1% | $2,719-65.8% | $4,764-80.5% |
| Participant deferral / active EE | $929 | $4,605-79.8% | $4,070-77.2% | $5,851-84.1% |
| Admin fee / account holder | $39 | $10,751-99.6% | $7,890-99.5% | $11,599-99.7% |