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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 | $13,002 | $148,623-91.3% | $135,974-90.4% | $139,466-90.7% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 18.52% | 79.30%-60.8pp | 68.30%-49.8pp | 373.66%-355.1pp |
| Employer contribution / active EE | $1,227 | $5,246-76.6% | $4,859-74.8% | $4,754-74.2% |
| Participant deferral / active EE | $1,819 | $8,103-77.6% | $7,760-76.6% | $6,712-72.9% |
| Admin fee / account holder | $271 | $12,406-97.8% | $10,767-97.5% | $11,409-97.6% |