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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 | $13,190 | $93,617-85.9% | $135,982-90.3% | $75,177-82.5% |
| Participation rate | 57.1% | 75.2%-18.1pp | 81.9%-24.8pp | 67.2%-10.1pp |
| Annual return | 614.49% | 30.89%+583.6pp | 68.32%+546.2pp | 160.75%+453.7pp |
| Employer contribution / active EE | $1,522 | $3,538-57.0% | $4,859-68.7% | $2,671-43.0% |
| Participant deferral / active EE | $2,258 | $6,406-64.8% | $7,760-70.9% | $4,126-45.3% |
| Admin fee / account holder | $288 | $6,980-95.9% | $10,767-97.3% | $5,651-94.9% |