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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 | $2,769 | $166,242-98.3% | $165,071-98.3% | $145,884-98.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 14.88% | 100.44%-85.6pp | 70.17%-55.3pp | 551.85%-537.0pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $851 | $6,964-87.8% | $6,035-85.9% | $6,690-87.3% |
| Admin fee / account holder | $20 | $16,658-99.9% | $12,695-99.8% | $13,392-99.8% |