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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 | $3,043 | $175,231-98.3% | $149,696-98.0% | $139,466-97.8% |
| Participation rate | 47.1% | 83.4%-36.3pp | 78.8%-31.7pp | 80.3%-33.3pp |
| Annual return | 36.68% | 166.77%-130.1pp | 134.46%-97.8pp | 373.66%-337.0pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $951 | $6,521-85.4% | $5,682-83.3% | $6,712-85.8% |
| Admin fee / account holder | $157 | $16,155-99.0% | $13,212-98.8% | $11,409-98.6% |