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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 | $209,405-89.6% | $178,486-87.8% | $158,931-86.2% |
| Participation rate | 54.5% | 86.4%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 93.56% | 188.77%-95.2pp | 151.08%-57.5pp | 302.86%-209.3pp |
| Employer contribution / active EE | $6,117 | $5,707+7.2% | $5,011+22.1% | $4,761+28.5% |
| Participant deferral / active EE | $1,945 | $5,954-67.3% | $5,202-62.6% | $5,982-67.5% |
| Admin fee / account holder | $0 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |