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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 | $10,931 | $160,070-93.2% | $147,117-92.6% | $145,897-92.5% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.2%-52.2pp | 80.3%-50.3pp |
| Annual return | 19.65% | 98.69%-79.0pp | 420.54%-400.9pp | 552.29%-532.6pp |
| Employer contribution / active EE | $1,142 | $5,285-78.4% | $4,932-76.8% | $4,663-75.5% |
| Participant deferral / active EE | $1,331 | $8,419-84.2% | $8,065-83.5% | $6,689-80.1% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |