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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 | $2,386 | $155,555-98.5% | $146,866-98.4% | $155,188-98.5% |
| Participation rate | 53.3% | 84.0%-30.6pp | 82.5%-29.2pp | 80.8%-27.5pp |
| Annual return | 16.12% | 115.41%-99.3pp | 102.85%-86.7pp | 148.84%-132.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $407 | $8,044-94.9% | $7,759-94.8% | $6,531-93.8% |
| Admin fee / account holder | $220 | $14,755-98.5% | $13,620-98.4% | $14,480-98.5% |