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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 | $3,537 | $174,379-98.0% | $152,093-97.7% | $138,895-97.5% |
| Participation rate | 12.5% | 81.6%-69.1pp | 77.8%-65.3pp | 79.9%-67.4pp |
| Annual return | 283.99% | 74.86%+209.1pp | 66.36%+217.6pp | 145.39%+138.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $389 | $6,159-93.7% | $5,451-92.9% | $6,396-93.9% |
| Admin fee / account holder | $8 | $16,880-100.0% | $14,497-99.9% | $12,562-99.9% |