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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 | $12,429 | $117,829-89.5% | $102,423-87.9% | $145,877-91.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 18.46% | 31.83%-13.4pp | 29.42%-11.0pp | 551.28%-532.8pp |
| Employer contribution / active EE | $1,302 | $3,615-64.0% | $3,023-56.9% | $4,663-72.1% |
| Participant deferral / active EE | $1,697 | $5,732-70.4% | $5,054-66.4% | $6,691-74.6% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |