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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 | $14,444 | $135,956-89.4% | $123,894-88.3% | $273,972-94.7% |
| Participation rate | 45.5% | 84.1%-38.6pp | 81.4%-36.0pp | 83.0%-37.6pp |
| Annual return | 1184.79% | 56.63%+1128.2pp | 47.52%+1137.3pp | 41.46%+1143.3pp |
| Employer contribution / active EE | $1,041 | $5,170-79.9% | $4,617-77.5% | $4,869-78.6% |
| Participant deferral / active EE | $1,539 | $6,343-75.7% | $5,984-74.3% | $5,287-70.9% |
| Admin fee / account holder | $17 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |