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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 | $1,915 | $107,353-98.2% | $92,903-97.9% | $152,885-98.7% |
| Participation rate | 47.1% | 79.8%-32.7pp | 76.0%-28.9pp | 82.5%-35.4pp |
| Annual return | 25.09% | 145.62%-120.5pp | 109.43%-84.3pp | 345.39%-320.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $420 | $4,848-91.3% | $4,238-90.1% | $5,851-92.8% |
| Admin fee / account holder | $6 | $7,081-99.9% | $5,795-99.9% | $11,598-99.9% |