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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 | $12,496 | $165,399-92.4% | $149,745-91.7% | $158,982-92.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 34.19% | 348.34%-314.1pp | 276.72%-242.5pp | 302.99%-268.8pp |
| Employer contribution / active EE | $937 | $5,105-81.7% | $4,646-79.8% | $4,763-80.3% |
| Participant deferral / active EE | $2,188 | $7,183-69.5% | $6,843-68.0% | $5,983-63.4% |
| Admin fee / account holder | $234 | $10,811-97.8% | $9,312-97.5% | $11,252-97.9% |