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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 | $7,782 | $183,592-95.8% | $155,574-95.0% | $145,877-94.7% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 21.27% | 61.37%-40.1pp | 64.87%-43.6pp | 551.28%-530.0pp |
| Employer contribution / active EE | $1,112 | $5,317-79.1% | $4,676-76.2% | $4,663-76.2% |
| Participant deferral / active EE | $1,520 | $6,466-76.5% | $5,629-73.0% | $6,691-77.3% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |