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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 | $15,188 | $59,467-74.5% | $93,727-83.8% | $74,478-79.6% |
| Participation rate | 23.8% | 59.6%-35.9pp | 68.7%-44.9pp | 67.2%-43.5pp |
| Annual return | 14.97% | 82.14%-67.2pp | 133.83%-118.9pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $462 | $1,267-63.5% | $2,421-80.9% | $2,626-82.4% |
| Participant deferral / active EE | $1,146 | $3,052-62.5% | $4,417-74.1% | $4,350-73.7% |
| Admin fee / account holder | $24 | $3,028-99.2% | $8,292-99.7% | $1,946-98.8% |