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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 | $9,919 | $157,276-93.7% | $141,177-93.0% | $152,885-93.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 33.22% | 64.33%-31.1pp | 71.40%-38.2pp | 345.39%-312.2pp |
| Employer contribution / active EE | $1,441 | $5,262-72.6% | $4,736-69.6% | $4,763-69.8% |
| Participant deferral / active EE | $2,078 | $7,110-70.8% | $6,710-69.0% | $5,851-64.5% |
| Admin fee / account holder | $20 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |