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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 | $20,208 | $166,131-87.8% | $164,975-87.8% | $145,877-86.1% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 14.05% | 100.37%-86.3pp | 70.12%-56.1pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,360 | $5,276-74.2% | $4,343-68.7% | $4,663-70.8% |
| Participant deferral / active EE | $1,360 | $6,962-80.5% | $6,033-77.5% | $6,691-79.7% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |