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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 | $14,785 | $176,120-91.6% | $159,487-90.7% | $167,553-91.2% |
| Participation rate | 25.0% | 85.0%-60.0pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 104.34% | 331.95%-227.6pp | 263.71%-159.4pp | 478.89%-374.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,342 | $7,752-82.7% | $7,354-81.8% | $6,343-78.8% |
| Admin fee / account holder | $86 | $12,561-99.3% | $10,804-99.2% | $12,316-99.3% |