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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 | $3,349 | $166,268-98.0% | $165,100-98.0% | $145,897-97.7% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 16.29% | 100.52%-84.2pp | 70.21%-53.9pp | 552.29%-536.0pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $482 | $6,964-93.1% | $6,035-92.0% | $6,689-92.8% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |