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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 | $9,875 | $148,582-93.4% | $135,942-92.7% | $139,456-92.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 23.92% | 79.26%-55.3pp | 68.28%-44.4pp | 373.45%-349.5pp |
| Employer contribution / active EE | $1,064 | $5,245-79.7% | $4,858-78.1% | $4,753-77.6% |
| Participant deferral / active EE | $1,596 | $8,101-80.3% | $7,759-79.4% | $6,711-76.2% |
| Admin fee / account holder | $62 | $12,402-99.5% | $10,764-99.4% | $11,407-99.5% |