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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 | $7,727 | $157,296-95.1% | $141,191-94.5% | $152,897-94.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 492.35% | 64.34%+428.0pp | 71.41%+420.9pp | 345.43%+146.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,380 | $7,111-80.6% | $6,710-79.4% | $5,851-76.4% |
| Admin fee / account holder | $59 | $12,125-99.5% | $10,264-99.4% | $11,599-99.5% |