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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 | $8,060 | $176,077-95.4% | $159,455-94.9% | $167,518-95.2% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 11.52% | 331.83%-320.3pp | 263.63%-252.1pp | 478.71%-467.2pp |
| Employer contribution / active EE | $1,047 | $5,298-80.2% | $4,830-78.3% | $4,838-78.4% |
| Participant deferral / active EE | $1,180 | $7,751-84.8% | $7,353-83.9% | $6,342-81.4% |
| Admin fee / account holder | $226 | $12,556-98.2% | $10,800-97.9% | $12,312-98.2% |