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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 | $3,631 | $183,539-98.0% | $155,556-97.7% | $145,897-97.5% |
| Participation rate | 12.5% | 82.7%-70.2pp | 78.2%-65.7pp | 80.3%-67.8pp |
| Annual return | 20.06% | 61.31%-41.2pp | 64.84%-44.8pp | 552.29%-532.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $274 | $6,467-95.8% | $5,631-95.1% | $6,689-95.9% |
| Admin fee / account holder | $13 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |