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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 | $7,409 | $132,634-94.4% | $115,768-93.6% | $137,256-94.6% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 19.57% | 160.70%-141.1pp | 100.46%-80.9pp | 220.34%-200.8pp |
| Employer contribution / active EE | $822 | $3,360-75.5% | $2,940-72.0% | $4,156-80.2% |
| Participant deferral / active EE | $822 | $5,619-85.4% | $4,917-83.3% | $6,407-87.2% |
| Admin fee / account holder | $66 | $15,028-99.6% | $12,439-99.5% | $12,270-99.5% |