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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 | $15,951 | $226,090-92.9% | $182,531-91.3% | $152,885-89.6% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.5%-49.1pp |
| Annual return | 26.80% | 192.57%-165.8pp | 148.57%-121.8pp | 345.39%-318.6pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,086 | $6,369-82.9% | $5,525-80.3% | $5,851-81.4% |
| Admin fee / account holder | $58 | $10,705-99.5% | $8,593-99.3% | $11,598-99.5% |