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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 | $8,518 | $175,231-95.1% | $149,696-94.3% | $139,466-93.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 39.13% | 166.77%-127.6pp | 134.46%-95.3pp | 373.66%-334.5pp |
| Employer contribution / active EE | $1,090 | $5,478-80.1% | $4,821-77.4% | $4,754-77.1% |
| Participant deferral / active EE | $1,520 | $6,521-76.7% | $5,682-73.3% | $6,712-77.4% |
| Admin fee / account holder | $22 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |