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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 | $7,759 | $148,582-94.8% | $135,942-94.3% | $139,456-94.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 41.36% | 79.26%-37.9pp | 68.28%-26.9pp | 373.45%-332.1pp |
| Employer contribution / active EE | $1,144 | $5,245-78.2% | $4,858-76.4% | $4,753-75.9% |
| Participant deferral / active EE | $2,466 | $8,101-69.6% | $7,759-68.2% | $6,711-63.3% |
| Admin fee / account holder | $84 | $12,402-99.3% | $10,764-99.2% | $11,407-99.3% |