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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 | $12,348 | $154,365-92.0% | $130,231-90.5% | $139,466-91.1% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.3%-26.3pp | 80.3%-30.3pp |
| Annual return | 15.88% | 30.53%-14.6pp | 38.86%-23.0pp | 373.66%-357.8pp |
| Employer contribution / active EE | $1,803 | $5,170-65.1% | $4,126-56.3% | $4,754-62.1% |
| Participant deferral / active EE | $1,803 | $8,498-78.8% | $6,799-73.5% | $6,712-73.1% |
| Admin fee / account holder | $238 | $9,214-97.4% | $6,020-96.0% | $11,409-97.9% |