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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 | $7,364 | $159,978-95.4% | $147,041-95.0% | $145,978-95.0% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 19.33% | 98.36%-79.0pp | 419.21%-399.9pp | 550.52%-531.2pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $518 | $8,429-93.8% | $8,071-93.6% | $6,690-92.3% |
| Admin fee / account holder | $143 | $15,053-99.1% | $13,006-98.9% | $13,400-98.9% |