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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 | $5,774 | $175,259-96.7% | $149,723-96.1% | $139,487-95.9% |
| Participation rate | 20.0% | 83.4%-63.4pp | 78.8%-58.8pp | 80.3%-60.3pp |
| Annual return | 29.67% | 166.82%-137.2pp | 134.50%-104.8pp | 373.84%-344.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $771 | $6,522-88.2% | $5,682-86.4% | $6,713-88.5% |
| Admin fee / account holder | $12 | $16,158-99.9% | $13,215-99.9% | $11,407-99.9% |