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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 | $2,715 | $176,071-98.5% | $159,450-98.3% | $167,497-98.4% |
| Participation rate | 26.1% | 84.9%-58.9pp | 82.8%-56.7pp | 82.1%-56.0pp |
| Annual return | 12.53% | 331.79%-319.3pp | 263.60%-251.1pp | 478.62%-466.1pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $484 | $7,750-93.8% | $7,352-93.4% | $6,341-92.4% |
| Admin fee / account holder | $175 | $12,555-98.6% | $10,800-98.4% | $12,310-98.6% |