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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 | $15,515 | $102,429-84.9% | $147,096-89.5% | $80,925-80.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 26.13% | 135.02%-108.9pp | 419.75%-393.6pp | 35.65%-9.5pp |
| Employer contribution / active EE | $1,020 | $3,716-72.6% | $4,936-79.3% | $2,756-63.0% |
| Participant deferral / active EE | $2,589 | $6,649-61.1% | $8,071-67.9% | $4,299-39.8% |
| Admin fee / account holder | $0 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |