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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 | $14,080 | $171,272-91.8% | $127,803-89.0% | $152,897-90.8% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.0%-45.7pp | 82.5%-49.1pp |
| Annual return | 234.31% | 23.54%+210.8pp | 26.14%+208.2pp | 345.43%-111.1pp |
| Employer contribution / active EE | $0 | $5,451-100.0% | $4,576-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,116 | $7,043-84.2% | $6,023-81.5% | $5,851-80.9% |
| Admin fee / account holder | $31 | $14,540-99.8% | $9,399-99.7% | $11,599-99.7% |