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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 | $8,952 | $183,539-95.1% | $155,556-94.2% | $145,897-93.9% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 14.98% | 61.31%-46.3pp | 64.84%-49.9pp | 552.29%-537.3pp |
| Employer contribution / active EE | $1,041 | $5,315-80.4% | $4,675-77.7% | $4,663-77.7% |
| Participant deferral / active EE | $1,281 | $6,467-80.2% | $5,631-77.3% | $6,689-80.9% |
| Admin fee / account holder | $261 | $19,275-98.6% | $15,885-98.4% | $13,390-98.1% |