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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 | $13,386 | $85,766-84.4% | $136,298-90.2% | $70,126-80.9% |
| Participation rate | 38.9% | 74.2%-35.3pp | 81.9%-43.0pp | 69.5%-30.7pp |
| Annual return | 16.94% | 31.46%-14.5pp | 5156.27%-5139.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,106 | $2,966-62.7% | $4,696-76.4% | $2,343-52.8% |
| Participant deferral / active EE | $856 | $5,051-83.0% | $6,247-86.3% | $3,332-74.3% |
| Admin fee / account holder | $70 | $5,421-98.7% | $9,244-99.2% | $4,645-98.5% |