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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 | $23,112 | $201,344-88.5% | $184,243-87.5% | $145,877-84.2% |
| Participation rate | 46.2% | 87.5%-41.3pp | 86.8%-40.7pp | 80.3%-34.1pp |
| Annual return | 87.00% | 29.01%+58.0pp | 28.82%+58.2pp | 551.28%-464.3pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,441 | $9,807-75.1% | $9,132-73.3% | $6,691-63.5% |
| Admin fee / account holder | $63 | $16,382-99.6% | $13,914-99.5% | $13,402-99.5% |