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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 | $8,831 | $111,878-92.1% | $93,727-90.6% | $145,897-93.9% |
| Participation rate | 41.7% | 74.2%-32.5pp | 68.7%-27.0pp | 80.3%-38.6pp |
| Annual return | 16.87% | 204.28%-187.4pp | 133.83%-117.0pp | 552.29%-535.4pp |
| Employer contribution / active EE | $867 | $3,092-72.0% | $2,421-64.2% | $4,663-81.4% |
| Participant deferral / active EE | $1,065 | $4,920-78.4% | $4,417-75.9% | $6,689-84.1% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |