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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 | $10,911 | $175,231-93.8% | $149,696-92.7% | $139,466-92.2% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 35.35% | 166.77%-131.4pp | 134.46%-99.1pp | 373.66%-338.3pp |
| Employer contribution / active EE | $1,256 | $5,478-77.1% | $4,821-73.9% | $4,754-73.6% |
| Participant deferral / active EE | $1,533 | $6,521-76.5% | $5,682-73.0% | $6,712-77.2% |
| Admin fee / account holder | $42 | $16,155-99.7% | $13,212-99.7% | $11,409-99.6% |