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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 | $15,124 | $226,135-93.3% | $182,558-91.7% | $152,909-90.1% |
| Participation rate | 11.8% | 82.5%-70.7pp | 78.0%-66.2pp | 82.5%-70.7pp |
| Annual return | 21.30% | 192.60%-171.3pp | 148.59%-127.3pp | 345.46%-324.2pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $69 | $6,371-98.9% | $5,526-98.8% | $5,851-98.8% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |