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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 | $10,300 | $157,276-93.5% | $141,177-92.7% | $152,885-93.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 26.51% | 64.33%-37.8pp | 71.40%-44.9pp | 345.39%-318.9pp |
| Employer contribution / active EE | $1,375 | $5,262-73.9% | $4,736-71.0% | $4,763-71.1% |
| Participant deferral / active EE | $1,970 | $7,110-72.3% | $6,710-70.6% | $5,851-66.3% |
| Admin fee / account holder | $49 | $12,123-99.6% | $10,263-99.5% | $11,598-99.6% |