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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 | $20,526 | $209,425-90.2% | $178,499-88.5% | $158,966-87.1% |
| Participation rate | 61.5% | 86.4%-24.8pp | 81.9%-20.4pp | 82.0%-20.4pp |
| Annual return | 19.12% | 188.80%-169.7pp | 151.10%-132.0pp | 302.95%-283.8pp |
| Employer contribution / active EE | $1,594 | $5,707-72.1% | $5,011-68.2% | $4,762-66.5% |
| Participant deferral / active EE | $1,708 | $5,955-71.3% | $5,202-67.2% | $5,983-71.5% |
| Admin fee / account holder | $33 | $17,078-99.8% | $13,986-99.8% | $11,250-99.7% |