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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 | $7,335 | $202,440-96.4% | $169,390-95.7% | $139,466-94.7% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 16.39% | 532.36%-516.0pp | 406.07%-389.7pp | 373.66%-357.3pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $638 | $6,940-90.8% | $6,222-89.7% | $6,712-90.5% |
| Admin fee / account holder | $143 | $10,722-98.7% | $9,015-98.4% | $11,409-98.7% |