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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 | $12,635 | $165,399-92.4% | $149,745-91.6% | $158,982-92.1% |
| Participation rate | 37.5% | 84.6%-47.1pp | 82.5%-45.0pp | 82.0%-44.5pp |
| Annual return | 70.28% | 348.34%-278.1pp | 276.72%-206.4pp | 302.99%-232.7pp |
| Employer contribution / active EE | $1,080 | $5,105-78.8% | $4,646-76.8% | $4,763-77.3% |
| Participant deferral / active EE | $1,905 | $7,183-73.5% | $6,843-72.2% | $5,983-68.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |