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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 | $1,505 | $175,231-99.1% | $149,696-99.0% | $139,466-98.9% |
| Participation rate | 30.0% | 83.4%-53.4pp | 78.8%-48.8pp | 80.3%-50.3pp |
| Annual return | 21.41% | 166.77%-145.4pp | 134.46%-113.0pp | 373.66%-352.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $513 | $6,521-92.1% | $5,682-91.0% | $6,712-92.4% |
| Admin fee / account holder | $191 | $16,155-98.8% | $13,212-98.6% | $11,409-98.3% |