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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 | $14,450 | $160,028-91.0% | $147,080-90.2% | $145,884-90.1% |
| Participation rate | 47.1% | 84.0%-37.0pp | 82.2%-35.1pp | 80.3%-33.2pp |
| Annual return | 15.86% | 98.60%-82.7pp | 420.17%-404.3pp | 551.85%-536.0pp |
| Employer contribution / active EE | $1,208 | $5,286-77.2% | $4,933-75.5% | $4,662-74.1% |
| Participant deferral / active EE | $2,530 | $8,422-70.0% | $8,066-68.6% | $6,690-62.2% |
| Admin fee / account holder | $47 | $15,030-99.7% | $12,989-99.6% | $13,392-99.7% |