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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 | $5,371 | $210,698-97.5% | $178,014-97.0% | $145,959-96.3% |
| Participation rate | 31.3% | 80.8%-49.5pp | 77.1%-45.8pp | 80.3%-49.0pp |
| Annual return | 7.69% | 386.27%-378.6pp | 294.80%-287.1pp | 561.95%-554.3pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $289 | $6,958-95.8% | $6,276-95.4% | $6,689-95.7% |
| Admin fee / account holder | $102 | $12,016-99.2% | $10,362-99.0% | $13,398-99.2% |