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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 | $20,012 | $202,342-90.1% | $172,752-88.4% | $152,897-86.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 23.69% | 1029.83%-1006.1pp | 802.97%-779.3pp | 345.43%-321.7pp |
| Employer contribution / active EE | $1,741 | $5,858-70.3% | $5,144-66.2% | $4,764-63.5% |
| Participant deferral / active EE | $1,461 | $5,948-75.4% | $5,198-71.9% | $5,851-75.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |