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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 | $6,525 | $176,077-96.3% | $159,455-95.9% | $167,518-96.1% |
| Participation rate | 55.6% | 84.9%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 14.09% | 331.83%-317.7pp | 263.63%-249.5pp | 478.71%-464.6pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,256 | $7,751-83.8% | $7,353-82.9% | $6,342-80.2% |
| Admin fee / account holder | $198 | $12,556-98.4% | $10,800-98.2% | $12,312-98.4% |