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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 | $1,452 | $183,539-99.2% | $155,556-99.1% | $145,897-99.0% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 17.00% | 61.31%-44.3pp | 64.84%-47.8pp | 552.29%-535.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $310 | $6,467-95.2% | $5,631-94.5% | $6,689-95.4% |
| Admin fee / account holder | $103 | $19,275-99.5% | $15,885-99.4% | $13,390-99.2% |