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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 | $7,779 | $166,242-95.3% | $165,071-95.3% | $145,884-94.7% |
| Participation rate | 63.2% | 82.0%-18.9pp | 78.6%-15.5pp | 80.3%-17.1pp |
| Annual return | 15.23% | 100.44%-85.2pp | 70.17%-54.9pp | 551.85%-536.6pp |
| Employer contribution / active EE | $1,448 | $5,283-72.6% | $4,347-66.7% | $4,662-68.9% |
| Participant deferral / active EE | $1,970 | $6,964-71.7% | $6,035-67.4% | $6,690-70.5% |
| Admin fee / account holder | $161 | $16,658-99.0% | $12,695-98.7% | $13,392-98.8% |