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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 | $11,977 | $176,120-93.2% | $159,487-92.5% | $167,553-92.9% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 16.63% | 331.95%-315.3pp | 263.71%-247.1pp | 478.89%-462.3pp |
| Employer contribution / active EE | $1,127 | $5,299-78.7% | $4,831-76.7% | $4,840-76.7% |
| Participant deferral / active EE | $1,153 | $7,752-85.1% | $7,354-84.3% | $6,343-81.8% |
| Admin fee / account holder | $69 | $12,561-99.5% | $10,804-99.4% | $12,316-99.4% |