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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 | $3,010 | $209,422-98.6% | $178,503-98.3% | $158,982-98.1% |
| Participation rate | 68.4% | 86.4%-17.9pp | 81.9%-13.5pp | 82.0%-13.5pp |
| Annual return | 21.12% | 188.81%-167.7pp | 151.12%-130.0pp | 302.99%-281.9pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,255 | $5,955-78.9% | $5,202-75.9% | $5,983-79.0% |
| Admin fee / account holder | $92 | $17,079-99.5% | $13,987-99.3% | $11,252-99.2% |