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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 | $7,176 | $132,634-94.6% | $115,768-93.8% | $137,256-94.8% |
| Participation rate | 69.2% | 77.9%-8.6pp | 74.4%-5.2pp | 80.0%-10.7pp |
| Annual return | 27.61% | 160.70%-133.1pp | 100.46%-72.9pp | 220.34%-192.7pp |
| Employer contribution / active EE | $1,260 | $3,360-62.5% | $2,940-57.1% | $4,156-69.7% |
| Participant deferral / active EE | $1,337 | $5,619-76.2% | $4,917-72.8% | $6,407-79.1% |
| Admin fee / account holder | $12 | $15,028-99.9% | $12,439-99.9% | $12,270-99.9% |