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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 | $8,211 | $168,635-95.1% | $147,617-94.4% | $125,389-93.5% |
| Participation rate | 31.3% | 88.8%-57.5pp | 84.6%-53.4pp | 83.2%-51.9pp |
| Annual return | -1.80% | 77.65%-79.4pp | 61.98%-63.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $530 | $5,507-90.4% | $4,895-89.2% | $5,352-90.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |