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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 | $16,930 | $166,131-89.8% | $164,975-89.7% | $145,877-88.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 10.05% | 100.37%-90.3pp | 70.12%-60.1pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,352 | $5,276-74.4% | $4,343-68.9% | $4,663-71.0% |
| Participant deferral / active EE | $1,999 | $6,962-71.3% | $6,033-66.9% | $6,691-70.1% |
| Admin fee / account holder | $77 | $16,648-99.5% | $12,688-99.4% | $13,402-99.4% |