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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 | $13,352 | $155,555-91.4% | $146,866-90.9% | $155,188-91.4% |
| Participation rate | 63.2% | 84.0%-20.8pp | 82.5%-19.4pp | 80.8%-17.6pp |
| Annual return | 3104.12% | 115.41%+2988.7pp | 102.85%+3001.3pp | 148.84%+2955.3pp |
| Employer contribution / active EE | $792 | $4,647-83.0% | $4,425-82.1% | $4,248-81.4% |
| Participant deferral / active EE | $2,116 | $8,044-73.7% | $7,759-72.7% | $6,531-67.6% |
| Admin fee / account holder | $1 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |