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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 | $10,625 | $226,105-95.3% | $182,540-94.2% | $152,897-93.1% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.0%-20.8pp | 82.5%-25.3pp |
| Annual return | 25.39% | 192.58%-167.2pp | 148.58%-123.2pp | 345.43%-320.0pp |
| Employer contribution / active EE | $969 | $4,978-80.5% | $4,076-76.2% | $4,764-79.7% |
| Participant deferral / active EE | $1,121 | $6,370-82.4% | $5,525-79.7% | $5,851-80.8% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |