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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 | $19,674 | $80,763-75.6% | $102,412-80.8% | $74,459-73.6% |
| Participation rate | 54.5% | 65.7%-11.2pp | 74.5%-20.0pp | 67.2%-12.8pp |
| Annual return | 0.00% | 27.57%-27.6pp | 24.94%-24.9pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $1,195 | $3,160-62.2% | $3,870-69.1% | $2,626-54.5% |
| Participant deferral / active EE | $1,487 | $3,862-61.5% | $5,060-70.6% | $4,350-65.8% |
| Admin fee / account holder | $224 | $2,371-90.6% | $8,388-97.3% | $1,945-88.5% |