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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 | $11,366 | $111,830-89.8% | $93,696-87.9% | $145,884-92.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 16.10% | 204.08%-188.0pp | 133.74%-117.6pp | 551.85%-535.7pp |
| Employer contribution / active EE | $925 | $3,093-70.1% | $2,422-61.8% | $4,662-80.2% |
| Participant deferral / active EE | $925 | $4,920-81.2% | $4,417-79.1% | $6,690-86.2% |
| Admin fee / account holder | $75 | $10,249-99.3% | $8,287-99.1% | $13,392-99.4% |