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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 | $10,117 | $111,878-91.0% | $93,727-89.2% | $145,897-93.1% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.9pp |
| Annual return | 13.55% | 204.28%-190.7pp | 133.83%-120.3pp | 552.29%-538.7pp |
| Employer contribution / active EE | $779 | $3,092-74.8% | $2,421-67.8% | $4,663-83.3% |
| Participant deferral / active EE | $779 | $4,920-84.2% | $4,417-82.4% | $6,689-88.4% |
| Admin fee / account holder | $56 | $10,256-99.5% | $8,292-99.3% | $13,390-99.6% |