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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 | $4,940 | $111,830-95.6% | $93,696-94.7% | $145,884-96.6% |
| Participation rate | 65.2% | 74.2%-9.0pp | 68.7%-3.5pp | 80.3%-15.1pp |
| Annual return | 13.07% | 204.08%-191.0pp | 133.74%-120.7pp | 551.85%-538.8pp |
| Employer contribution / active EE | $610 | $3,093-80.3% | $2,422-74.8% | $4,662-86.9% |
| Participant deferral / active EE | $902 | $4,920-81.7% | $4,417-79.6% | $6,690-86.5% |
| Admin fee / account holder | $186 | $10,249-98.2% | $8,287-97.8% | $13,392-98.6% |