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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 | $16,575 | $132,634-87.5% | $115,768-85.7% | $137,256-87.9% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.4%-41.1pp | 80.0%-46.6pp |
| Annual return | 19.84% | 160.70%-140.9pp | 100.46%-80.6pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,093 | $3,360-67.5% | $2,940-62.8% | $4,156-73.7% |
| Participant deferral / active EE | $1,093 | $5,619-80.5% | $4,917-77.8% | $6,407-82.9% |
| Admin fee / account holder | $10 | $15,028-99.9% | $12,439-99.9% | $12,270-99.9% |