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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 | $21,859 | $209,422-89.6% | $178,503-87.8% | $158,982-86.3% |
| Participation rate | 54.5% | 86.4%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 93.56% | 188.81%-95.2pp | 151.12%-57.6pp | 302.99%-209.4pp |
| Employer contribution / active EE | $6,117 | $5,707+7.2% | $5,011+22.1% | $4,763+28.4% |
| Participant deferral / active EE | $1,945 | $5,955-67.3% | $5,202-62.6% | $5,983-67.5% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |