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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 | $10,546 | $148,623-92.9% | $135,974-92.2% | $139,466-92.4% |
| Participation rate | 45.5% | 83.9%-38.4pp | 81.9%-36.5pp | 80.3%-34.9pp |
| Annual return | 37.31% | 79.30%-42.0pp | 68.30%-31.0pp | 373.66%-336.4pp |
| Employer contribution / active EE | $1,374 | $5,246-73.8% | $4,859-71.7% | $4,754-71.1% |
| Participant deferral / active EE | $2,463 | $8,103-69.6% | $7,760-68.3% | $6,712-63.3% |
| Admin fee / account holder | $248 | $12,406-98.0% | $10,767-97.7% | $11,409-97.8% |