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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 | $6,687 | $183,627-96.4% | $155,602-95.7% | $145,978-95.4% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.8pp | 80.3%-35.8pp |
| Annual return | 29.82% | 61.32%-31.5pp | 64.81%-35.0pp | 550.52%-520.7pp |
| Employer contribution / active EE | $1,429 | $5,316-73.1% | $4,675-69.4% | $4,662-69.3% |
| Participant deferral / active EE | $1,522 | $6,466-76.5% | $5,629-73.0% | $6,690-77.2% |
| Admin fee / account holder | $30 | $19,327-99.8% | $15,923-99.8% | $13,400-99.8% |