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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 | $166,131-95.4% | $164,975-95.3% | $145,877-94.7% |
| Participation rate | 27.3% | 82.0%-54.7pp | 78.6%-51.3pp | 80.3%-53.0pp |
| Annual return | 14.90% | 100.37%-85.5pp | 70.12%-55.2pp | 551.28%-536.4pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $743 | $6,962-89.3% | $6,033-87.7% | $6,691-88.9% |
| Admin fee / account holder | $127 | $16,648-99.2% | $12,688-99.0% | $13,402-99.1% |