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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 | $7,709 | $166,268-95.4% | $165,100-95.3% | $145,897-94.7% |
| Participation rate | 27.3% | 82.0%-54.7pp | 78.6%-51.4pp | 80.3%-53.0pp |
| Annual return | 14.90% | 100.52%-85.6pp | 70.21%-55.3pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $743 | $6,964-89.3% | $6,035-87.7% | $6,689-88.9% |
| Admin fee / account holder | $127 | $16,659-99.2% | $12,696-99.0% | $13,390-99.1% |