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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 | $19,660 | $209,425-90.6% | $178,499-89.0% | $158,966-87.6% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 14.58% | 188.80%-174.2pp | 151.10%-136.5pp | 302.95%-288.4pp |
| Employer contribution / active EE | $1,274 | $5,707-77.7% | $5,011-74.6% | $4,762-73.2% |
| Participant deferral / active EE | $1,290 | $5,955-78.3% | $5,202-75.2% | $5,983-78.4% |
| Admin fee / account holder | $286 | $17,078-98.3% | $13,986-98.0% | $11,250-97.5% |