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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 | $7,856 | $175,259-95.5% | $149,723-94.8% | $139,487-94.4% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 26.81% | 166.82%-140.0pp | 134.50%-107.7pp | 373.84%-347.0pp |
| Employer contribution / active EE | $1,247 | $5,478-77.2% | $4,821-74.1% | $4,755-73.8% |
| Participant deferral / active EE | $1,876 | $6,522-71.2% | $5,682-67.0% | $6,713-72.1% |
| Admin fee / account holder | $71 | $16,158-99.6% | $13,215-99.5% | $11,407-99.4% |