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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 | $3,507 | $166,131-97.9% | $164,975-97.9% | $145,877-97.6% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 13.04% | 100.37%-87.3pp | 70.12%-57.1pp | 551.28%-538.2pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $896 | $6,962-87.1% | $6,033-85.1% | $6,691-86.6% |
| Admin fee / account holder | $12 | $16,648-99.9% | $12,688-99.9% | $13,402-99.9% |