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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 | $6,438 | $202,460-96.8% | $169,385-96.2% | $139,456-95.4% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.2%-37.2pp | 80.3%-40.3pp |
| Annual return | 13.12% | 532.07%-518.9pp | 405.82%-392.7pp | 373.45%-360.3pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $166 | $6,938-97.6% | $6,221-97.3% | $6,711-97.5% |
| Admin fee / account holder | $25 | $10,719-99.8% | $9,011-99.7% | $11,407-99.8% |