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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 | $10,350 | $228,352-95.5% | $185,835-94.4% | $158,966-93.5% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 14.53% | 40.81%-26.3pp | 35.96%-21.4pp | 302.95%-288.4pp |
| Employer contribution / active EE | $697 | $4,967-86.0% | $4,087-83.0% | $4,762-85.4% |
| Participant deferral / active EE | $834 | $6,416-87.0% | $5,633-85.2% | $5,983-86.1% |
| Admin fee / account holder | $12 | $11,867-99.9% | $9,502-99.9% | $11,250-99.9% |