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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 | $28,264 | $180,459-84.3% | $154,108-81.7% | $135,380-79.1% |
| Participation rate | 8.3% | 87.4%-79.1pp | 83.0%-74.7pp | 82.6%-74.3pp |
| Annual return | -5.53% | 888.21%-893.7pp | 735.21%-740.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $414 | $5,806-92.9% | $5,081-91.9% | $5,609-92.6% |
| Admin fee / account holder | $84 | $16,145-99.5% | $13,411-99.4% | $10,828-99.2% |