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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 | $17,600 | $168,636-89.6% | $147,618-88.1% | $125,388-86.0% |
| Participation rate | 61.5% | 88.8%-27.2pp | 84.6%-23.1pp | 83.2%-21.7pp |
| Annual return | -2.54% | 77.65%-80.2pp | 61.98%-64.5pp | 282.24%-284.8pp |
| Employer contribution / active EE | $3,461 | $6,252-44.6% | $5,565-37.8% | $4,866-28.9% |
| Participant deferral / active EE | $1,696 | $5,507-69.2% | $4,895-65.4% | $5,352-68.3% |
| Admin fee / account holder | $154 | $13,580-98.9% | $11,612-98.7% | $9,541-98.4% |