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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 | $8,016 | $173,526-95.4% | $136,072-94.1% | $145,884-94.5% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.4%-26.4pp | 80.3%-30.3pp |
| Annual return | 10.50% | 1167.12%-1156.6pp | 580.46%-570.0pp | 551.85%-541.4pp |
| Employer contribution / active EE | $978 | $5,285-81.5% | $4,216-76.8% | $4,662-79.0% |
| Participant deferral / active EE | $978 | $8,711-88.8% | $7,028-86.1% | $6,690-85.4% |
| Admin fee / account holder | $0 | $9,665-100.0% | $6,718-100.0% | $13,392-100.0% |