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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 | $5,385 | $102,635-94.8% | $86,209-93.8% | $139,456-96.1% |
| Participation rate | 38.5% | 74.5%-36.0pp | 69.0%-30.5pp | 80.3%-41.9pp |
| Annual return | 22.72% | 1923.53%-1900.8pp | 1169.05%-1146.3pp | 373.45%-350.7pp |
| Employer contribution / active EE | $543 | $3,034-82.1% | $2,381-77.2% | $4,753-88.6% |
| Participant deferral / active EE | $560 | $4,677-88.0% | $3,986-85.9% | $6,711-91.7% |
| Admin fee / account holder | $133 | $8,661-98.5% | $6,853-98.1% | $11,407-98.8% |