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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 | $8,143 | $138,076-94.1% | $123,553-93.4% | $135,380-94.0% |
| Participation rate | 38.5% | 84.7%-46.3pp | 82.3%-43.8pp | 82.6%-44.2pp |
| Annual return | 96.68% | 153.70%-57.0pp | 119.21%-22.5pp | 519.81%-423.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $125 | $6,800-98.2% | $6,426-98.1% | $5,609-97.8% |
| Admin fee / account holder | $284 | $10,917-97.4% | $9,284-96.9% | $10,828-97.4% |