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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 | $6,855 | $176,120-96.1% | $159,487-95.7% | $167,553-95.9% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 18.76% | 331.95%-313.2pp | 263.71%-244.9pp | 478.89%-460.1pp |
| Employer contribution / active EE | $1,133 | $5,299-78.6% | $4,831-76.5% | $4,840-76.6% |
| Participant deferral / active EE | $1,250 | $7,752-83.9% | $7,354-83.0% | $6,343-80.3% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |