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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 | $14,974 | $176,105-91.5% | $159,474-90.6% | $167,536-91.1% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 22.77% | 331.91%-309.1pp | 263.68%-240.9pp | 478.82%-456.0pp |
| Employer contribution / active EE | $1,083 | $5,299-79.6% | $4,831-77.6% | $4,839-77.6% |
| Participant deferral / active EE | $1,980 | $7,751-74.5% | $7,353-73.1% | $6,342-68.8% |
| Admin fee / account holder | $9 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |