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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 | $10,079 | $148,623-93.2% | $135,974-92.6% | $139,466-92.8% |
| Participation rate | 41.2% | 83.9%-42.7pp | 81.9%-40.7pp | 80.3%-39.2pp |
| Annual return | 37.92% | 79.30%-41.4pp | 68.30%-30.4pp | 373.66%-335.7pp |
| Employer contribution / active EE | $1,297 | $5,246-75.3% | $4,859-73.3% | $4,754-72.7% |
| Participant deferral / active EE | $1,435 | $8,103-82.3% | $7,760-81.5% | $6,712-78.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |