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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 | $9,636 | $160,040-94.0% | $147,096-93.4% | $145,877-93.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.87% | 98.49%-83.6pp | 419.75%-404.9pp | 551.28%-536.4pp |
| Employer contribution / active EE | $1,640 | $5,289-69.0% | $4,936-66.8% | $4,663-64.8% |
| Participant deferral / active EE | $1,810 | $8,429-78.5% | $8,071-77.6% | $6,691-72.9% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |