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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 | $5,781 | $226,090-97.4% | $182,531-96.8% | $152,885-96.2% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 30.67% | 192.57%-161.9pp | 148.57%-117.9pp | 345.39%-314.7pp |
| Employer contribution / active EE | $754 | $4,978-84.8% | $4,075-81.5% | $4,763-84.2% |
| Participant deferral / active EE | $864 | $6,369-86.4% | $5,525-84.4% | $5,851-85.2% |
| Admin fee / account holder | $16 | $10,705-99.9% | $8,593-99.8% | $11,598-99.9% |