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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 | $8,026 | $148,629-94.6% | $135,982-94.1% | $139,487-94.2% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 40.44% | 79.33%-38.9pp | 68.32%-27.9pp | 373.84%-333.4pp |
| Employer contribution / active EE | $1,197 | $5,247-77.2% | $4,859-75.4% | $4,755-74.8% |
| Participant deferral / active EE | $1,921 | $8,102-76.3% | $7,760-75.2% | $6,713-71.4% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |