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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 | $6,037 | $125,193-95.2% | $105,591-94.3% | $145,978-95.9% |
| Participation rate | 31.6% | 77.6%-46.1pp | 75.3%-43.7pp | 80.3%-48.7pp |
| Annual return | 44.09% | 225.53%-181.4pp | 116.43%-72.3pp | 550.52%-506.4pp |
| Employer contribution / active EE | $831 | $3,718-77.6% | $3,166-73.7% | $4,662-82.2% |
| Participant deferral / active EE | $885 | $5,708-84.5% | $5,008-82.3% | $6,690-86.8% |
| Admin fee / account holder | $298 | $17,277-98.3% | $11,024-97.3% | $13,400-97.8% |