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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 | $12,646 | $217,432-94.2% | $185,849-93.2% | $167,536-92.5% |
| Participation rate | 57.1% | 86.1%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 12.35% | 148.42%-136.1pp | 122.10%-109.7pp | 478.82%-466.5pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $460 | $6,357-92.8% | $5,569-91.7% | $6,342-92.7% |
| Admin fee / account holder | $265 | $19,818-98.7% | $16,244-98.4% | $12,315-97.8% |