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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 | $7,345 | $105,145-93.0% | $94,664-92.2% | $139,466-94.7% |
| Participation rate | 60.0% | 82.4%-22.4pp | 80.8%-20.8pp | 80.3%-20.3pp |
| Annual return | 29.86% | 38.09%-8.2pp | 156.84%-127.0pp | 373.66%-343.8pp |
| Employer contribution / active EE | $1,431 | $4,107-65.1% | $3,673-61.0% | $4,754-69.9% |
| Participant deferral / active EE | $1,909 | $7,599-74.9% | $7,417-74.3% | $6,712-71.6% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |