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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 | $5,327 | $209,425-97.5% | $178,499-97.0% | $158,966-96.6% |
| Participation rate | 38.1% | 86.4%-48.3pp | 81.9%-43.8pp | 82.0%-43.9pp |
| Annual return | 120.33% | 188.80%-68.5pp | 151.10%-30.8pp | 302.95%-182.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,581 | $5,955-73.5% | $5,202-69.6% | $5,983-73.6% |
| Admin fee / account holder | $12 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |