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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 | $22,220 | $183,988-87.9% | $162,177-86.3% | $152,897-85.5% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.6%-29.2pp | 82.5%-24.1pp |
| Annual return | 26.20% | 150.79%-124.6pp | 115.60%-89.4pp | 345.43%-319.2pp |
| Employer contribution / active EE | $1,637 | $6,370-74.3% | $5,613-70.8% | $4,764-65.6% |
| Participant deferral / active EE | $2,868 | $8,032-64.3% | $7,297-60.7% | $5,851-51.0% |
| Admin fee / account holder | $27 | $13,123-99.8% | $10,843-99.7% | $11,599-99.8% |