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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 | $28,644 | $209,428-86.3% | $178,498-84.0% | $158,950-82.0% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 8.90% | 188.78%-179.9pp | 151.09%-142.2pp | 302.91%-294.0pp |
| Employer contribution / active EE | $1,445 | $5,707-74.7% | $5,011-71.2% | $4,762-69.6% |
| Participant deferral / active EE | $1,913 | $5,955-67.9% | $5,202-63.2% | $5,983-68.0% |
| Admin fee / account holder | $98 | $17,077-99.4% | $13,985-99.3% | $11,248-99.1% |