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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 | $5,826 | $217,432-97.3% | $185,849-96.9% | $167,536-96.5% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 18.89% | 148.42%-129.5pp | 122.10%-103.2pp | 478.82%-459.9pp |
| Employer contribution / active EE | $1,252 | $5,875-78.7% | $5,169-75.8% | $4,839-74.1% |
| Participant deferral / active EE | $1,445 | $6,357-77.3% | $5,569-74.0% | $6,342-77.2% |
| Admin fee / account holder | $18 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |