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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 | $15,911 | $159,978-90.1% | $147,041-89.2% | $145,978-89.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.24% | 98.36%-82.1pp | 419.21%-403.0pp | 550.52%-534.3pp |
| Employer contribution / active EE | $1,087 | $5,288-79.5% | $4,935-78.0% | $4,662-76.7% |
| Participant deferral / active EE | $1,440 | $8,429-82.9% | $8,071-82.2% | $6,690-78.5% |
| Admin fee / account holder | $57 | $15,053-99.6% | $13,006-99.6% | $13,400-99.6% |