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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 | $27,692 | $183,988-84.9% | $162,177-82.9% | $152,897-81.9% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.6%-62.6pp | 82.5%-57.5pp |
| Annual return | 20.61% | 150.79%-130.2pp | 115.60%-95.0pp | 345.43%-324.8pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4 | $8,032-100.0% | $7,297-99.9% | $5,851-99.9% |
| Admin fee / account holder | $130 | $13,123-99.0% | $10,843-98.8% | $11,599-98.9% |