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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 | $13,433 | $107,363-87.5% | $92,909-85.5% | $152,897-91.2% |
| Participation rate | 36.8% | 79.8%-42.9pp | 76.0%-39.2pp | 82.5%-45.6pp |
| Annual return | 24.80% | 145.63%-120.8pp | 109.44%-84.6pp | 345.43%-320.6pp |
| Employer contribution / active EE | $963 | $4,222-77.2% | $3,653-73.6% | $4,764-79.8% |
| Participant deferral / active EE | $1,208 | $4,848-75.1% | $4,238-71.5% | $5,851-79.4% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |