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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 | $6,665 | $114,119-94.2% | $107,187-93.8% | $138,895-95.2% |
| Participation rate | 36.8% | 78.1%-41.2pp | 75.0%-38.2pp | 79.9%-43.1pp |
| Annual return | 19.37% | 273.21%-253.8pp | 204.55%-185.2pp | 145.39%-126.0pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $823 | $5,538-85.1% | $5,096-83.9% | $6,396-87.1% |
| Admin fee / account holder | $47 | $10,024-99.5% | $9,162-99.5% | $12,562-99.6% |