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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 | $7,454 | $202,342-96.3% | $172,752-95.7% | $152,897-95.1% |
| Participation rate | 22.7% | 87.1%-64.3pp | 82.6%-59.9pp | 82.5%-59.7pp |
| Annual return | 18.70% | 1029.83%-1011.1pp | 802.97%-784.3pp | 345.43%-326.7pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $441 | $5,948-92.6% | $5,198-91.5% | $5,851-92.5% |
| Admin fee / account holder | $187 | $17,111-98.9% | $13,955-98.7% | $11,599-98.4% |