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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 | $6,492 | $144,130-95.5% | $117,861-94.5% | $147,586-95.6% |
| Participation rate | 27.3% | 83.4%-56.1pp | 79.7%-52.4pp | 82.8%-55.6pp |
| Annual return | 18.84% | 531.20%-512.4pp | 335.11%-316.3pp | 578.59%-559.8pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,406 | $5,316-73.6% | $4,482-68.6% | $5,439-74.2% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |