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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 | $27,069 | $202,345-86.6% | $172,755-84.3% | $152,885-82.3% |
| Participation rate | 16.7% | 87.1%-70.4pp | 82.6%-66.0pp | 82.5%-65.8pp |
| Annual return | 26.60% | 1029.77%-1003.2pp | 802.94%-776.3pp | 345.39%-318.8pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,171 | $5,948-80.3% | $5,198-77.5% | $5,851-80.0% |
| Admin fee / account holder | $108 | $17,111-99.4% | $13,955-99.2% | $11,598-99.1% |