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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 | $7,175 | $174,379-95.9% | $152,093-95.3% | $138,895-94.8% |
| Participation rate | 54.5% | 81.6%-27.1pp | 77.8%-23.2pp | 79.9%-25.4pp |
| Annual return | 47.30% | 74.86%-27.6pp | 66.36%-19.1pp | 145.39%-98.1pp |
| Employer contribution / active EE | $1,436 | $4,652-69.1% | $4,175-65.6% | $4,194-65.8% |
| Participant deferral / active EE | $1,436 | $6,159-76.7% | $5,451-73.7% | $6,396-77.5% |
| Admin fee / account holder | $14 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |