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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 | $24,039 | $212,386-88.7% | $199,883-88.0% | $138,895-82.7% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 25.44% | 47.75%-22.3pp | 43.81%-18.4pp | 145.39%-120.0pp |
| Employer contribution / active EE | $1,712 | $6,625-74.2% | $6,261-72.7% | $4,194-59.2% |
| Participant deferral / active EE | $2,939 | $9,617-69.4% | $9,138-67.8% | $6,396-54.1% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |