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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 | $5,420 | $217,432-97.5% | $185,851-97.1% | $167,553-96.8% |
| Participation rate | 57.1% | 86.1%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 27.96% | 148.43%-120.5pp | 122.11%-94.1pp | 478.89%-450.9pp |
| Employer contribution / active EE | $1,335 | $5,874-77.3% | $5,168-74.2% | $4,840-72.4% |
| Participant deferral / active EE | $2,188 | $6,357-65.6% | $5,569-60.7% | $6,343-65.5% |
| Admin fee / account holder | $33 | $19,820-99.8% | $16,245-99.8% | $12,316-99.7% |