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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 | $16,955 | $226,135-92.5% | $182,558-90.7% | $152,909-88.9% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 24.26% | 192.60%-168.3pp | 148.59%-124.3pp | 345.46%-321.2pp |
| Employer contribution / active EE | $969 | $4,979-80.5% | $4,076-76.2% | $4,764-79.7% |
| Participant deferral / active EE | $1,169 | $6,371-81.7% | $5,526-78.8% | $5,851-80.0% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |