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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 | $1,383 | $175,259-99.2% | $149,723-99.1% | $139,487-99.0% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 30.36% | 166.82%-136.5pp | 134.50%-104.1pp | 373.84%-343.5pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $767 | $6,522-88.2% | $5,682-86.5% | $6,713-88.6% |
| Admin fee / account holder | $260 | $16,158-98.4% | $13,215-98.0% | $11,407-97.7% |