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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 | $5,424 | $166,242-96.7% | $165,071-96.7% | $145,884-96.3% |
| Participation rate | 27.3% | 82.0%-54.7pp | 78.6%-51.4pp | 80.3%-53.0pp |
| Annual return | 22.90% | 100.44%-77.5pp | 70.17%-47.3pp | 551.85%-529.0pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $652 | $6,964-90.6% | $6,035-89.2% | $6,690-90.3% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |