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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 | $8,800 | $180,749-95.1% | $160,784-94.5% | $137,256-93.6% |
| Participation rate | 63.2% | 80.0%-16.8pp | 77.0%-13.8pp | 80.0%-16.8pp |
| Annual return | 13.90% | 2234.46%-2220.6pp | 1803.92%-1790.0pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,519 | $4,155-15.3% | $3,733-5.7% | $4,156-15.3% |
| Participant deferral / active EE | $391 | $6,844-94.3% | $6,293-93.8% | $6,407-93.9% |
| Admin fee / account holder | $219 | $10,397-97.9% | $9,717-97.7% | $12,270-98.2% |