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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 | $6,643 | $180,749-96.3% | $160,784-95.9% | $137,256-95.2% |
| Participation rate | 63.2% | 80.0%-16.8pp | 77.0%-13.8pp | 80.0%-16.8pp |
| Annual return | 19.44% | 2234.46%-2215.0pp | 1803.92%-1784.5pp | 220.34%-200.9pp |
| Employer contribution / active EE | $599 | $4,155-85.6% | $3,733-84.0% | $4,156-85.6% |
| Participant deferral / active EE | $719 | $6,844-89.5% | $6,293-88.6% | $6,407-88.8% |
| Admin fee / account holder | $91 | $10,397-99.1% | $9,717-99.1% | $12,270-99.3% |