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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 | $8,707 | $198,457-95.6% | $170,435-94.9% | $147,586-94.1% |
| Participation rate | 69.6% | 88.0%-18.4pp | 83.6%-14.0pp | 82.8%-13.3pp |
| Annual return | 14.48% | 257.30%-242.8pp | 205.94%-191.5pp | 578.59%-564.1pp |
| Employer contribution / active EE | $1,502 | $6,183-75.7% | $5,432-72.4% | $4,876-69.2% |
| Participant deferral / active EE | $1,734 | $5,629-69.2% | $4,939-64.9% | $5,439-68.1% |
| Admin fee / account holder | $26 | $16,852-99.8% | $13,881-99.8% | $10,886-99.8% |