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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 | $3,810 | $176,120-97.8% | $159,487-97.6% | $167,553-97.7% |
| Participation rate | 69.2% | 85.0%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 23.06% | 331.95%-308.9pp | 263.71%-240.6pp | 478.89%-455.8pp |
| Employer contribution / active EE | $1,078 | $5,299-79.7% | $4,831-77.7% | $4,840-77.7% |
| Participant deferral / active EE | $1,367 | $7,752-82.4% | $7,354-81.4% | $6,343-78.4% |
| Admin fee / account holder | $73 | $12,561-99.4% | $10,804-99.3% | $12,316-99.4% |