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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 | $7,245 | $183,592-96.1% | $155,567-95.3% | $145,959-95.0% |
| Participation rate | 31.6% | 82.7%-51.1pp | 78.2%-46.6pp | 80.3%-48.7pp |
| Annual return | 11.71% | 61.24%-49.5pp | 64.74%-53.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $531 | $6,464-91.8% | $5,628-90.6% | $6,689-92.1% |
| Admin fee / account holder | $129 | $19,318-99.3% | $15,916-99.2% | $13,398-99.0% |