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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 | $14,999 | $202,463-92.6% | $169,397-91.1% | $139,487-89.2% |
| Participation rate | 33.3% | 81.1%-47.8pp | 77.2%-43.8pp | 80.3%-47.0pp |
| Annual return | 22.26% | 532.64%-510.4pp | 406.23%-384.0pp | 373.84%-351.6pp |
| Employer contribution / active EE | $805 | $4,694-82.8% | $4,013-79.9% | $4,755-83.1% |
| Participant deferral / active EE | $605 | $6,941-91.3% | $6,223-90.3% | $6,713-91.0% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |