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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 | $1,355 | $167,362-99.2% | $143,799-99.1% | $134,532-99.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | 49.88% | 0.47%+49.4pp | -0.04%+49.9pp | 418.27%-368.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $867 | $6,447-86.6% | $5,638-84.6% | $6,401-86.5% |
| Admin fee / account holder | $69 | $18,094-99.6% | $14,677-99.5% | $11,429-99.4% |