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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 | $16,739 | $160,040-89.5% | $147,096-88.6% | $145,877-88.5% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 134.28% | 98.49%+35.8pp | 419.75%-285.5pp | 551.28%-417.0pp |
| Employer contribution / active EE | $1,402 | $5,289-73.5% | $4,936-71.6% | $4,663-69.9% |
| Participant deferral / active EE | $1,759 | $8,429-79.1% | $8,071-78.2% | $6,691-73.7% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |