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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 | $8,574 | $108,911-92.1% | $100,392-91.5% | $145,884-94.1% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 11.43% | 58.23%-46.8pp | 49.45%-38.0pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,018 | $4,420-77.0% | $3,941-74.2% | $4,662-78.2% |
| Participant deferral / active EE | $1,340 | $8,459-84.2% | $8,090-83.4% | $6,690-80.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |