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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 | $13,380 | $160,028-91.6% | $147,080-90.9% | $145,884-90.8% |
| Participation rate | 43.8% | 84.0%-40.3pp | 82.2%-38.4pp | 80.3%-36.6pp |
| Annual return | 19.44% | 98.60%-79.2pp | 420.17%-400.7pp | 551.85%-532.4pp |
| Employer contribution / active EE | $1,437 | $5,286-72.8% | $4,933-70.9% | $4,662-69.2% |
| Participant deferral / active EE | $1,689 | $8,422-79.9% | $8,066-79.1% | $6,690-74.8% |
| Admin fee / account holder | $75 | $15,030-99.5% | $12,989-99.4% | $13,392-99.4% |