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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 | $6,869 | $176,077-96.1% | $159,455-95.7% | $167,518-95.9% |
| Participation rate | 37.5% | 84.9%-47.4pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 42.47% | 331.83%-289.4pp | 263.63%-221.2pp | 478.71%-436.2pp |
| Employer contribution / active EE | $1,425 | $5,298-73.1% | $4,830-70.5% | $4,838-70.5% |
| Participant deferral / active EE | $1,926 | $7,751-75.2% | $7,353-73.8% | $6,342-69.6% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |