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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 | $7,036 | $198,457-96.5% | $170,435-95.9% | $147,586-95.2% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 35.27% | 257.30%-222.0pp | 205.94%-170.7pp | 578.59%-543.3pp |
| Employer contribution / active EE | $2,456 | $6,183-60.3% | $5,432-54.8% | $4,876-49.6% |
| Participant deferral / active EE | $63 | $5,629-98.9% | $4,939-98.7% | $5,439-98.8% |
| Admin fee / account holder | $74 | $16,852-99.6% | $13,881-99.5% | $10,886-99.3% |