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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 | $5,180 | $175,257-97.0% | $149,717-96.5% | $139,456-96.3% |
| Participation rate | 56.3% | 83.4%-27.1pp | 78.8%-22.5pp | 80.3%-24.1pp |
| Annual return | 22.18% | 166.70%-144.5pp | 134.41%-112.2pp | 373.45%-351.3pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $969 | $6,521-85.1% | $5,682-82.9% | $6,711-85.6% |
| Admin fee / account holder | $39 | $16,156-99.8% | $13,213-99.7% | $11,407-99.7% |