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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 | $18,084 | $157,296-88.5% | $141,191-87.2% | $152,897-88.2% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 32.98% | 64.34%-31.4pp | 71.41%-38.4pp | 345.43%-312.5pp |
| Employer contribution / active EE | $988 | $5,262-81.2% | $4,736-79.1% | $4,764-79.3% |
| Participant deferral / active EE | $988 | $7,111-86.1% | $6,710-85.3% | $5,851-83.1% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |