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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 | $3,440 | $217,432-98.4% | $185,849-98.1% | $167,536-97.9% |
| Participation rate | 12.5% | 86.1%-73.6pp | 81.7%-69.2pp | 82.1%-69.6pp |
| Annual return | 13.04% | 148.42%-135.4pp | 122.10%-109.1pp | 478.82%-465.8pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $238 | $6,357-96.3% | $5,569-95.7% | $6,342-96.3% |
| Admin fee / account holder | $55 | $19,818-99.7% | $16,244-99.7% | $12,315-99.6% |