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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 | $16,867 | $165,381-89.8% | $149,730-88.7% | $158,966-89.4% |
| Participation rate | 36.4% | 84.6%-48.2pp | 82.5%-46.1pp | 82.0%-45.6pp |
| Annual return | 53.02% | 348.29%-295.3pp | 276.70%-223.7pp | 302.95%-249.9pp |
| Employer contribution / active EE | $2,189 | $5,104-57.1% | $4,645-52.9% | $4,762-54.0% |
| Participant deferral / active EE | $1,506 | $7,182-79.0% | $6,843-78.0% | $5,983-74.8% |
| Admin fee / account holder | $106 | $10,809-99.0% | $9,310-98.9% | $11,250-99.1% |