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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 | $19,255 | $202,345-90.5% | $172,755-88.9% | $152,885-87.4% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 23.62% | 1029.77%-1006.2pp | 802.94%-779.3pp | 345.39%-321.8pp |
| Employer contribution / active EE | $1,273 | $5,858-78.3% | $5,144-75.3% | $4,763-73.3% |
| Participant deferral / active EE | $1,934 | $5,948-67.5% | $5,198-62.8% | $5,851-66.9% |
| Admin fee / account holder | $189 | $17,111-98.9% | $13,955-98.6% | $11,598-98.4% |