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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 | $27,206 | $217,432-87.5% | $185,851-85.4% | $167,553-83.8% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 16.08% | 148.43%-132.3pp | 122.11%-106.0pp | 478.89%-462.8pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $535 | $6,357-91.6% | $5,569-90.4% | $6,343-91.6% |
| Admin fee / account holder | $182 | $19,820-99.1% | $16,245-98.9% | $12,316-98.5% |