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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 | $5,214 | $168,635-96.9% | $147,617-96.5% | $125,389-95.8% |
| Participation rate | 45.5% | 88.8%-43.3pp | 84.6%-39.2pp | 83.2%-37.7pp |
| Annual return | -1.09% | 77.65%-78.7pp | 61.98%-63.1pp | 282.24%-283.3pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $848 | $5,507-84.6% | $4,895-82.7% | $5,352-84.1% |
| Admin fee / account holder | $158 | $13,580-98.8% | $11,612-98.6% | $9,541-98.3% |