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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 | $18,061 | $217,432-91.7% | $185,851-90.3% | $167,553-89.2% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 23.11% | 148.43%-125.3pp | 122.11%-99.0pp | 478.89%-455.8pp |
| Employer contribution / active EE | $2,116 | $5,874-64.0% | $5,168-59.1% | $4,840-56.3% |
| Participant deferral / active EE | $2,243 | $6,357-64.7% | $5,569-59.7% | $6,343-64.6% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |