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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 | $19,870 | $127,387-84.4% | $115,038-82.7% | $125,389-84.2% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 1772.50% | 31.28%+1741.2pp | 26.14%+1746.4pp | 282.24%+1490.3pp |
| Employer contribution / active EE | $1,394 | $5,166-73.0% | $4,608-69.7% | $4,866-71.4% |
| Participant deferral / active EE | $1,466 | $6,423-77.2% | $6,026-75.7% | $5,352-72.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |