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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 | $952 | $202,460-99.5% | $169,385-99.4% | $139,456-99.3% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 36.34% | 532.07%-495.7pp | 405.82%-369.5pp | 373.45%-337.1pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $523 | $6,938-92.5% | $6,221-91.6% | $6,711-92.2% |
| Admin fee / account holder | $3 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |