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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 | $14,385 | $176,105-91.8% | $159,474-91.0% | $167,536-91.4% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 19.92% | 331.91%-312.0pp | 263.68%-243.8pp | 478.82%-458.9pp |
| Employer contribution / active EE | $1,069 | $5,299-79.8% | $4,831-77.9% | $4,839-77.9% |
| Participant deferral / active EE | $1,069 | $7,751-86.2% | $7,353-85.5% | $6,342-83.1% |
| Admin fee / account holder | $101 | $12,559-99.2% | $10,802-99.1% | $12,315-99.2% |