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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 | $12,893 | $160,040-91.9% | $147,096-91.2% | $145,877-91.2% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 15.79% | 98.49%-82.7pp | 419.75%-404.0pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,197 | $5,289-77.4% | $4,936-75.8% | $4,663-74.3% |
| Participant deferral / active EE | $1,529 | $8,429-81.9% | $8,071-81.1% | $6,691-77.1% |
| Admin fee / account holder | $109 | $15,050-99.3% | $13,005-99.2% | $13,402-99.2% |