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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 | $15,417 | $157,296-90.2% | $141,191-89.1% | $152,897-89.9% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.5%-37.0pp |
| Annual return | 584.71% | 64.34%+520.4pp | 71.41%+513.3pp | 345.43%+239.3pp |
| Employer contribution / active EE | $992 | $5,262-81.2% | $4,736-79.1% | $4,764-79.2% |
| Participant deferral / active EE | $2,266 | $7,111-68.1% | $6,710-66.2% | $5,851-61.3% |
| Admin fee / account holder | $35 | $12,125-99.7% | $10,264-99.7% | $11,599-99.7% |