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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 | $5,271 | $211,288-97.5% | $178,540-97.0% | $145,884-96.4% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 16.98% | 30.27%-13.3pp | 27.15%-10.2pp | 551.85%-534.9pp |
| Employer contribution / active EE | $701 | $4,574-84.7% | $3,953-82.3% | $4,662-85.0% |
| Participant deferral / active EE | $855 | $6,967-87.7% | $6,281-86.4% | $6,690-87.2% |
| Admin fee / account holder | $30 | $12,105-99.8% | $10,424-99.7% | $13,392-99.8% |