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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 | $7,936 | $180,749-95.6% | $160,784-95.1% | $137,256-94.2% |
| Participation rate | 69.2% | 80.0%-10.7pp | 77.0%-7.7pp | 80.0%-10.7pp |
| Annual return | 24.75% | 2234.46%-2209.7pp | 1803.92%-1779.2pp | 220.34%-195.6pp |
| Employer contribution / active EE | $679 | $4,155-83.7% | $3,733-81.8% | $4,156-83.7% |
| Participant deferral / active EE | $1,030 | $6,844-84.9% | $6,293-83.6% | $6,407-83.9% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |