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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 | $7,041 | $202,463-96.5% | $169,397-95.8% | $139,487-95.0% |
| Participation rate | 10.0% | 81.1%-71.1pp | 77.2%-67.2pp | 80.3%-70.3pp |
| Annual return | 24.70% | 532.64%-507.9pp | 406.23%-381.5pp | 373.84%-349.1pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $997 | $6,941-85.6% | $6,223-84.0% | $6,713-85.2% |
| Admin fee / account holder | $21 | $10,726-99.8% | $9,017-99.8% | $11,407-99.8% |