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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 | $8,096 | $176,120-95.4% | $159,487-94.9% | $167,553-95.2% |
| Participation rate | 62.5% | 85.0%-22.5pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 52.38% | 331.95%-279.6pp | 263.71%-211.3pp | 478.89%-426.5pp |
| Employer contribution / active EE | $1,783 | $5,299-66.4% | $4,831-63.1% | $4,840-63.2% |
| Participant deferral / active EE | $2,365 | $7,752-69.5% | $7,354-67.8% | $6,343-62.7% |
| Admin fee / account holder | $152 | $12,561-98.8% | $10,804-98.6% | $12,316-98.8% |