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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 | $7,708 | $158,393-95.1% | $143,412-94.6% | $155,188-95.0% |
| Participation rate | 57.1% | 79.7%-22.6pp | 78.5%-21.3pp | 80.8%-23.7pp |
| Annual return | 14.21% | 324.22%-310.0pp | 256.99%-242.8pp | 148.84%-134.6pp |
| Employer contribution / active EE | $376 | $3,911-90.4% | $3,748-90.0% | $4,248-91.1% |
| Participant deferral / active EE | $439 | $7,193-93.9% | $6,816-93.6% | $6,531-93.3% |
| Admin fee / account holder | $20 | $12,964-99.8% | $11,396-99.8% | $14,480-99.9% |