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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 | $5,874 | $110,379-94.7% | $102,412-94.3% | $145,884-96.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 13.44% | 24.84%-11.4pp | 24.94%-11.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $993 | $4,216-76.4% | $3,870-74.3% | $4,662-78.7% |
| Participant deferral / active EE | $993 | $5,622-82.3% | $5,060-80.4% | $6,690-85.2% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |