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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 | $5,939 | $159,978-96.3% | $147,041-96.0% | $145,978-95.9% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.2%-17.2pp | 80.3%-15.3pp |
| Annual return | 20.11% | 98.36%-78.3pp | 419.21%-399.1pp | 550.52%-530.4pp |
| Employer contribution / active EE | $1,093 | $5,288-79.3% | $4,935-77.8% | $4,662-76.6% |
| Participant deferral / active EE | $1,366 | $8,429-83.8% | $8,071-83.1% | $6,690-79.6% |
| Admin fee / account holder | $20 | $15,053-99.9% | $13,006-99.8% | $13,400-99.8% |