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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 | $6,978 | $183,988-96.2% | $162,177-95.7% | $152,897-95.4% |
| Participation rate | 46.7% | 88.5%-41.8pp | 87.6%-40.9pp | 82.5%-35.8pp |
| Annual return | 59.22% | 150.79%-91.6pp | 115.60%-56.4pp | 345.43%-286.2pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,554 | $8,032-68.2% | $7,297-65.0% | $5,851-56.3% |
| Admin fee / account holder | $15 | $13,123-99.9% | $10,843-99.9% | $11,599-99.9% |