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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 | $4,474 | $111,535-96.0% | $105,223-95.7% | $137,256-96.7% |
| Participation rate | 52.6% | 78.1%-25.5pp | 75.0%-22.4pp | 80.0%-27.3pp |
| Annual return | 71.11% | 237.85%-166.7pp | 180.65%-109.5pp | 220.34%-149.2pp |
| Employer contribution / active EE | $1,293 | $3,939-67.2% | $3,689-65.0% | $4,156-68.9% |
| Participant deferral / active EE | $1,416 | $5,500-74.3% | $5,072-72.1% | $6,407-77.9% |
| Admin fee / account holder | $228 | $9,721-97.7% | $8,859-97.4% | $12,270-98.1% |