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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 | $5,171 | $175,257-97.0% | $149,717-96.5% | $139,456-96.3% |
| Participation rate | 30.0% | 83.4%-53.4pp | 78.8%-48.8pp | 80.3%-50.3pp |
| Annual return | 27.45% | 166.70%-139.3pp | 134.41%-107.0pp | 373.45%-346.0pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $825 | $6,521-87.4% | $5,682-85.5% | $6,711-87.7% |
| Admin fee / account holder | $16 | $16,156-99.9% | $13,213-99.9% | $11,407-99.9% |