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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 | $16,075 | $93,586-82.8% | $135,925-88.2% | $75,173-78.6% |
| Participation rate | 52.5% | 75.2%-22.7pp | 81.9%-29.4pp | 67.2%-14.7pp |
| Annual return | 90.55% | 30.90%+59.6pp | 68.25%+22.3pp | 160.65%-70.1pp |
| Employer contribution / active EE | $1,218 | $3,537-65.6% | $4,857-74.9% | $2,670-54.4% |
| Participant deferral / active EE | $1,894 | $6,405-70.4% | $7,759-75.6% | $4,126-54.1% |
| Admin fee / account holder | $42 | $6,977-99.4% | $10,764-99.6% | $5,651-99.3% |