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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 | $9,553 | $181,062-94.7% | $158,223-94.0% | $155,188-93.8% |
| Participation rate | 16.7% | 82.7%-66.0pp | 79.2%-62.5pp | 80.8%-64.1pp |
| Annual return | 26.23% | 57.39%-31.2pp | 52.09%-25.9pp | 148.84%-122.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $448 | $6,134-92.7% | $5,467-91.8% | $6,531-93.1% |
| Admin fee / account holder | $33 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |