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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 | $16,618 | $202,342-91.8% | $172,752-90.4% | $152,897-89.1% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.5%-45.0pp |
| Annual return | 27.07% | 1029.83%-1002.8pp | 802.97%-775.9pp | 345.43%-318.4pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,223 | $5,948-79.4% | $5,198-76.5% | $5,851-79.1% |
| Admin fee / account holder | $103 | $17,111-99.4% | $13,955-99.3% | $11,599-99.1% |