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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 | $18,924 | $78,705-76.0% | $117,860-83.9% | $70,124-73.0% |
| Participation rate | 23.5% | 73.2%-49.7pp | 79.7%-56.1pp | 69.5%-46.0pp |
| Annual return | 20.32% | 23.30%-3.0pp | 335.10%-314.8pp | 73.14%-52.8pp |
| Employer contribution / active EE | $614 | $2,223-72.4% | $3,786-83.8% | $2,342-73.8% |
| Participant deferral / active EE | $1,492 | $3,297-54.7% | $4,482-66.7% | $3,332-55.2% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,021-100.0% | $4,645-100.0% |