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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 | $14,525 | $85,766-83.1% | $136,298-89.3% | $70,126-79.3% |
| Participation rate | 57.1% | 74.2%-17.0pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | 14.24% | 31.46%-17.2pp | 5156.27%-5142.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,245 | $2,966-58.0% | $4,696-73.5% | $2,343-46.9% |
| Participant deferral / active EE | $1,659 | $5,051-67.2% | $6,247-73.4% | $3,332-50.2% |
| Admin fee / account holder | $37 | $5,421-99.3% | $9,244-99.6% | $4,645-99.2% |