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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 | $21,134 | $157,276-86.6% | $141,177-85.0% | $152,885-86.2% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 19.95% | 64.33%-44.4pp | 71.40%-51.5pp | 345.39%-325.4pp |
| Employer contribution / active EE | $1,279 | $5,262-75.7% | $4,736-73.0% | $4,763-73.2% |
| Participant deferral / active EE | $2,018 | $7,110-71.6% | $6,710-69.9% | $5,851-65.5% |
| Admin fee / account holder | $148 | $12,123-98.8% | $10,263-98.6% | $11,598-98.7% |