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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 | $11,409 | $157,276-92.7% | $141,177-91.9% | $152,885-92.5% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.5%-45.0pp |
| Annual return | 24.40% | 64.33%-39.9pp | 71.40%-47.0pp | 345.39%-321.0pp |
| Employer contribution / active EE | $1,092 | $5,262-79.2% | $4,736-76.9% | $4,763-77.1% |
| Participant deferral / active EE | $1,482 | $7,110-79.2% | $6,710-77.9% | $5,851-74.7% |
| Admin fee / account holder | $189 | $12,123-98.4% | $10,263-98.2% | $11,598-98.4% |