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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 | $1,161 | $108,911-98.9% | $100,392-98.8% | $145,884-99.2% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 14.62% | 58.23%-43.6pp | 49.45%-34.8pp | 551.85%-537.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $595 | $8,459-93.0% | $8,090-92.6% | $6,690-91.1% |
| Admin fee / account holder | $86 | $9,698-99.1% | $7,904-98.9% | $13,392-99.4% |