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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 | $20,231 | $176,077-88.5% | $159,455-87.3% | $167,518-87.9% |
| Participation rate | 69.2% | 84.9%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 13.90% | 331.83%-317.9pp | 263.63%-249.7pp | 478.71%-464.8pp |
| Employer contribution / active EE | $1,251 | $5,298-76.4% | $4,830-74.1% | $4,838-74.1% |
| Participant deferral / active EE | $2,082 | $7,751-73.1% | $7,353-71.7% | $6,342-67.2% |
| Admin fee / account holder | $10 | $12,556-99.9% | $10,800-99.9% | $12,312-99.9% |