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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 | $16,113 | $105,200-84.7% | $159,474-89.9% | $85,847-81.2% |
| Participation rate | 63.8% | 75.8%-12.0pp | 82.8%-19.0pp | 69.3%-5.5pp |
| Annual return | 13.53% | 45.08%-31.5pp | 263.68%-250.1pp | 318.61%-305.1pp |
| Employer contribution / active EE | $1,195 | $3,319-64.0% | $4,831-75.3% | $2,565-53.4% |
| Participant deferral / active EE | $2,123 | $5,946-64.3% | $7,353-71.1% | $3,952-46.3% |
| Admin fee / account holder | $228 | $6,934-96.7% | $10,802-97.9% | $6,261-96.4% |