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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 | $6,032 | $112,131-94.6% | $95,964-93.7% | $158,982-96.2% |
| Participation rate | 36.8% | 79.0%-42.1pp | 77.1%-40.2pp | 82.0%-45.1pp |
| Annual return | 30.68% | 171.19%-140.5pp | 91.64%-61.0pp | 302.99%-272.3pp |
| Employer contribution / active EE | $643 | $3,199-79.9% | $2,541-74.7% | $4,763-86.5% |
| Participant deferral / active EE | $1,175 | $4,784-75.4% | $4,167-71.8% | $5,983-80.4% |
| Admin fee / account holder | $174 | $10,136-98.3% | $6,797-97.4% | $11,252-98.5% |