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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 | $11,893 | $160,070-92.6% | $147,117-91.9% | $145,897-91.8% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 16.81% | 98.69%-81.9pp | 420.54%-403.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $1,183 | $5,285-77.6% | $4,932-76.0% | $4,663-74.6% |
| Participant deferral / active EE | $1,322 | $8,419-84.3% | $8,065-83.6% | $6,689-80.2% |
| Admin fee / account holder | $74 | $15,035-99.5% | $12,993-99.4% | $13,390-99.4% |