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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 | $11,033 | $209,847-94.7% | $189,520-94.2% | $167,518-93.4% |
| Participation rate | 55.6% | 88.7%-33.1pp | 87.8%-32.2pp | 82.1%-26.6pp |
| Annual return | 26.98% | 748.45%-721.5pp | 555.25%-528.3pp | 478.71%-451.7pp |
| Employer contribution / active EE | $2,086 | $6,913-69.8% | $6,161-66.1% | $4,838-56.9% |
| Participant deferral / active EE | $2,797 | $8,934-68.7% | $8,220-66.0% | $6,342-55.9% |
| Admin fee / account holder | $118 | $14,295-99.2% | $12,046-99.0% | $12,312-99.0% |