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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 | $4,903 | $217,432-97.7% | $185,851-97.4% | $167,553-97.1% |
| Participation rate | 68.8% | 86.1%-17.3pp | 81.7%-13.0pp | 82.1%-13.4pp |
| Annual return | 9.92% | 148.43%-138.5pp | 122.11%-112.2pp | 478.89%-469.0pp |
| Employer contribution / active EE | $1,226 | $5,874-79.1% | $5,168-76.3% | $4,840-74.7% |
| Participant deferral / active EE | $1,849 | $6,357-70.9% | $5,569-66.8% | $6,343-70.8% |
| Admin fee / account holder | $21 | $19,820-99.9% | $16,245-99.9% | $12,316-99.8% |