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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 | $11,737 | $166,268-92.9% | $165,100-92.9% | $145,897-92.0% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 14.67% | 100.52%-85.9pp | 70.21%-55.5pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,756 | $5,284-66.8% | $4,348-59.6% | $4,663-62.3% |
| Participant deferral / active EE | $1,756 | $6,964-74.8% | $6,035-70.9% | $6,689-73.8% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |