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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 | $24,058 | $209,422-88.5% | $178,503-86.5% | $158,982-84.9% |
| Participation rate | 55.6% | 86.4%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 13.91% | 188.81%-174.9pp | 151.12%-137.2pp | 302.99%-289.1pp |
| Employer contribution / active EE | $1,309 | $5,707-77.1% | $5,011-73.9% | $4,763-72.5% |
| Participant deferral / active EE | $1,637 | $5,955-72.5% | $5,202-68.5% | $5,983-72.6% |
| Admin fee / account holder | $138 | $17,079-99.2% | $13,987-99.0% | $11,252-98.8% |