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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 | $17,153 | $152,592-88.8% | $125,180-86.3% | $152,885-88.8% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 20.40% | 54.84%-34.4pp | 43.79%-23.4pp | 345.39%-325.0pp |
| Employer contribution / active EE | $1,036 | $4,947-79.1% | $3,866-73.2% | $4,763-78.2% |
| Participant deferral / active EE | $1,036 | $5,868-82.3% | $4,937-79.0% | $5,851-82.3% |
| Admin fee / account holder | $7 | $13,435-99.9% | $9,703-99.9% | $11,598-99.9% |