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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 | $21,944 | $198,457-88.9% | $170,435-87.1% | $147,586-85.1% |
| Participation rate | 45.5% | 88.0%-42.5pp | 83.6%-38.1pp | 82.8%-37.4pp |
| Annual return | 20.42% | 257.30%-236.9pp | 205.94%-185.5pp | 578.59%-558.2pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $872 | $5,629-84.5% | $4,939-82.4% | $5,439-84.0% |
| Admin fee / account holder | $25 | $16,852-99.9% | $13,881-99.8% | $10,886-99.8% |