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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 | $6,342 | $175,231-96.4% | $149,696-95.8% | $139,466-95.5% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 77.25% | 166.77%-89.5pp | 134.46%-57.2pp | 373.66%-296.4pp |
| Employer contribution / active EE | $1,368 | $5,478-75.0% | $4,821-71.6% | $4,754-71.2% |
| Participant deferral / active EE | $1,715 | $6,521-73.7% | $5,682-69.8% | $6,712-74.4% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |