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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 | $7,940 | $176,786-95.5% | $146,643-94.6% | $167,536-95.3% |
| Participation rate | 14.3% | 83.6%-69.3pp | 80.1%-65.8pp | 82.1%-67.8pp |
| Annual return | 51.98% | 24.04%+27.9pp | 22.75%+29.2pp | 478.82%-426.8pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $945 | $6,440-85.3% | $5,506-82.8% | $6,342-85.1% |
| Admin fee / account holder | $17 | $13,262-99.9% | $10,280-99.8% | $12,315-99.9% |