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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 | $9,046 | $148,623-93.9% | $135,974-93.3% | $139,466-93.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 47.37% | 79.30%-31.9pp | 68.30%-20.9pp | 373.66%-326.3pp |
| Employer contribution / active EE | $1,430 | $5,246-72.8% | $4,859-70.6% | $4,754-69.9% |
| Participant deferral / active EE | $1,582 | $8,103-80.5% | $7,760-79.6% | $6,712-76.4% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |