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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 | $6,226 | $111,535-94.4% | $105,223-94.1% | $137,256-95.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 35.41% | 237.85%-202.4pp | 180.65%-145.2pp | 220.34%-184.9pp |
| Employer contribution / active EE | $1,018 | $3,939-74.2% | $3,689-72.4% | $4,156-75.5% |
| Participant deferral / active EE | $1,429 | $5,500-74.0% | $5,072-71.8% | $6,407-77.7% |
| Admin fee / account holder | $80 | $9,721-99.2% | $8,859-99.1% | $12,270-99.3% |