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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 | $5,311 | $202,440-97.4% | $169,390-96.9% | $139,466-96.2% |
| Participation rate | 44.4% | 81.1%-36.7pp | 77.2%-32.7pp | 80.3%-35.9pp |
| Annual return | 16.74% | 532.36%-515.6pp | 406.07%-389.3pp | 373.66%-356.9pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $538 | $6,940-92.2% | $6,222-91.4% | $6,712-92.0% |
| Admin fee / account holder | $62 | $10,722-99.4% | $9,015-99.3% | $11,409-99.5% |