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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 | $3,496 | $148,582-97.6% | $135,942-97.4% | $139,456-97.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 24.16% | 79.26%-55.1pp | 68.28%-44.1pp | 373.45%-349.3pp |
| Employer contribution / active EE | $1,500 | $5,245-71.4% | $4,858-69.1% | $4,753-68.4% |
| Participant deferral / active EE | $1,501 | $8,101-81.5% | $7,759-80.7% | $6,711-77.6% |
| Admin fee / account holder | $157 | $12,402-98.7% | $10,764-98.5% | $11,407-98.6% |