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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 | $5,737 | $176,105-96.7% | $159,474-96.4% | $167,536-96.6% |
| Participation rate | 37.5% | 85.0%-47.5pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 21.56% | 331.91%-310.4pp | 263.68%-242.1pp | 478.82%-457.3pp |
| Employer contribution / active EE | $1,064 | $5,299-79.9% | $4,831-78.0% | $4,839-78.0% |
| Participant deferral / active EE | $1,717 | $7,751-77.8% | $7,353-76.6% | $6,342-72.9% |
| Admin fee / account holder | $42 | $12,559-99.7% | $10,802-99.6% | $12,315-99.7% |