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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 | $7,048 | $165,381-95.7% | $149,730-95.3% | $158,966-95.6% |
| Participation rate | 52.2% | 84.6%-32.4pp | 82.5%-30.3pp | 82.0%-29.8pp |
| Annual return | 52.54% | 348.29%-295.8pp | 276.70%-224.2pp | 302.95%-250.4pp |
| Employer contribution / active EE | $951 | $5,104-81.4% | $4,645-79.5% | $4,762-80.0% |
| Participant deferral / active EE | $1,261 | $7,182-82.4% | $6,843-81.6% | $5,983-78.9% |
| Admin fee / account holder | $99 | $10,809-99.1% | $9,310-98.9% | $11,250-99.1% |