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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 | $6,201 | $159,934-96.1% | $147,005-95.8% | $145,959-95.8% |
| Participation rate | 16.7% | 84.0%-67.3pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 78.70% | 98.24%-19.5pp | 418.76%-340.1pp | 561.95%-483.3pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,833 | $8,427-78.2% | $8,070-77.3% | $6,689-72.6% |
| Admin fee / account holder | $15 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |