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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 | $15,212 | $88,672-82.8% | $105,223-85.5% | $82,448-81.5% |
| Participation rate | 48.0% | 67.9%-19.9pp | 75.0%-27.0pp | 68.1%-20.1pp |
| Annual return | 0.00% | 30.86%-30.9pp | 180.65%-180.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $1,024 | $3,048-66.4% | $3,689-72.2% | $2,551-59.8% |
| Participant deferral / active EE | $1,447 | $4,036-64.1% | $5,072-71.5% | $4,139-65.0% |
| Admin fee / account holder | $74 | $7,146-99.0% | $8,859-99.2% | $7,234-99.0% |