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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 | $14,263 | $152,612-90.7% | $125,192-88.6% | $152,897-90.7% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 39.37% | 54.85%-15.5pp | 43.79%-4.4pp | 345.43%-306.1pp |
| Employer contribution / active EE | $1,085 | $4,947-78.1% | $3,866-71.9% | $4,764-77.2% |
| Participant deferral / active EE | $1,524 | $5,868-74.0% | $4,937-69.1% | $5,851-74.0% |
| Admin fee / account holder | $10 | $13,437-99.9% | $9,704-99.9% | $11,599-99.9% |