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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 | $18,620 | $102,429-81.8% | $147,096-87.3% | $80,925-77.0% |
| Participation rate | 24.1% | 75.9%-51.7pp | 82.2%-58.0pp | 67.7%-43.5pp |
| Annual return | 20.19% | 135.02%-114.8pp | 419.75%-399.6pp | 35.65%-15.5pp |
| Employer contribution / active EE | $989 | $3,716-73.4% | $4,936-80.0% | $2,756-64.1% |
| Participant deferral / active EE | $1,447 | $6,649-78.2% | $8,071-82.1% | $4,299-66.3% |
| Admin fee / account holder | $33 | $7,957-99.6% | $13,005-99.7% | $6,940-99.5% |