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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 | $20,255 | $234,190-91.4% | $180,320-88.8% | $198,609-89.8% |
| Participation rate | 60.0% | 77.1%-17.1pp | 71.5%-11.5pp | 82.4%-22.4pp |
| Annual return | 16.43% | 1057.44%-1041.0pp | 778.54%-762.1pp | 202.70%-186.3pp |
| Employer contribution / active EE | $493 | $5,258-90.6% | $4,108-88.0% | $5,055-90.3% |
| Participant deferral / active EE | $563 | $4,988-88.7% | $4,304-86.9% | $6,977-91.9% |
| Admin fee / account holder | $289 | $12,558-97.7% | $10,000-97.1% | $19,030-98.5% |