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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 | $8,844 | $100,938-91.2% | $90,461-90.2% | $158,982-94.4% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.7%-3.9pp | 82.0%-13.2pp |
| Annual return | 16.93% | 1727.20%-1710.3pp | 1294.76%-1277.8pp | 302.99%-286.1pp |
| Employer contribution / active EE | $1,950 | $3,691-47.2% | $3,264-40.3% | $4,763-59.1% |
| Participant deferral / active EE | $503 | $4,350-88.4% | $3,964-87.3% | $5,983-91.6% |
| Admin fee / account holder | $112 | $6,510-98.3% | $5,617-98.0% | $11,252-99.0% |