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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 | $3,242 | $175,257-98.2% | $149,717-97.8% | $139,456-97.7% |
| Participation rate | 29.2% | 83.4%-54.2pp | 78.8%-49.6pp | 80.3%-51.2pp |
| Annual return | 29.31% | 166.70%-137.4pp | 134.41%-105.1pp | 373.45%-344.1pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $484 | $6,521-92.6% | $5,682-91.5% | $6,711-92.8% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |