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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 | $30,500 | $197,625-84.6% | $177,840-82.9% | $158,966-80.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 12.87% | 58.76%-45.9pp | 48.32%-35.5pp | 302.95%-290.1pp |
| Employer contribution / active EE | $7,833 | $6,698+16.9% | $5,919+32.3% | $4,762+64.5% |
| Participant deferral / active EE | $2,346 | $8,405-72.1% | $7,714-69.6% | $5,983-60.8% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |