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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 | $11,977 | $176,071-93.2% | $159,450-92.5% | $167,497-92.8% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 16.63% | 331.79%-315.2pp | 263.60%-247.0pp | 478.62%-462.0pp |
| Employer contribution / active EE | $1,127 | $5,298-78.7% | $4,830-76.7% | $4,838-76.7% |
| Participant deferral / active EE | $1,153 | $7,750-85.1% | $7,352-84.3% | $6,341-81.8% |
| Admin fee / account holder | $69 | $12,555-99.5% | $10,800-99.4% | $12,310-99.4% |