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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 | $11,230 | $175,259-93.6% | $149,723-92.5% | $139,487-91.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 21.85% | 166.82%-145.0pp | 134.50%-112.7pp | 373.84%-352.0pp |
| Employer contribution / active EE | $1,308 | $5,478-76.1% | $4,821-72.9% | $4,755-72.5% |
| Participant deferral / active EE | $450 | $6,522-93.1% | $5,682-92.1% | $6,713-93.3% |
| Admin fee / account holder | $71 | $16,158-99.6% | $13,215-99.5% | $11,407-99.4% |