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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 | $4,774 | $115,814-95.9% | $101,275-95.3% | $158,982-97.0% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 67.14% | 56.16%+11.0pp | 46.48%+20.7pp | 302.99%-235.8pp |
| Employer contribution / active EE | $785 | $4,176-81.2% | $3,660-78.5% | $4,763-83.5% |
| Participant deferral / active EE | $1,277 | $4,958-74.3% | $4,371-70.8% | $5,983-78.7% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |