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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 | $11,313 | $107,941-89.5% | $91,994-87.7% | $152,897-92.6% |
| Participation rate | 28.6% | 81.2%-52.6pp | 78.6%-50.1pp | 82.5%-53.9pp |
| Annual return | 52.04% | 89.28%-37.2pp | 69.04%-17.0pp | 345.43%-293.4pp |
| Employer contribution / active EE | $985 | $4,212-76.6% | $3,453-71.5% | $4,764-79.3% |
| Participant deferral / active EE | $1,362 | $6,366-78.6% | $5,924-77.0% | $5,851-76.7% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |