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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 | $9,383 | $148,582-93.7% | $135,942-93.1% | $139,456-93.3% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 23.27% | 79.26%-56.0pp | 68.28%-45.0pp | 373.45%-350.2pp |
| Employer contribution / active EE | $1,208 | $5,245-77.0% | $4,858-75.1% | $4,753-74.6% |
| Participant deferral / active EE | $1,524 | $8,101-81.2% | $7,759-80.4% | $6,711-77.3% |
| Admin fee / account holder | $69 | $12,402-99.4% | $10,764-99.4% | $11,407-99.4% |