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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 | $19,989 | $157,296-87.3% | $141,191-85.8% | $152,897-86.9% |
| Participation rate | 53.8% | 84.8%-31.0pp | 82.5%-28.6pp | 82.5%-28.6pp |
| Annual return | 22.59% | 64.34%-41.8pp | 71.41%-48.8pp | 345.43%-322.8pp |
| Employer contribution / active EE | $945 | $5,262-82.0% | $4,736-80.0% | $4,764-80.2% |
| Participant deferral / active EE | $1,158 | $7,111-83.7% | $6,710-82.7% | $5,851-80.2% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |