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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 | $2,501 | $209,336-98.8% | $197,124-98.7% | $137,256-98.2% |
| Participation rate | 68.8% | 87.3%-18.6pp | 86.7%-18.0pp | 80.0%-11.2pp |
| Annual return | 21.21% | 48.09%-26.9pp | 44.34%-23.1pp | 220.34%-199.1pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,023 | $9,614-89.4% | $9,135-88.8% | $6,407-84.0% |
| Admin fee / account holder | $102 | $17,308-99.4% | $16,298-99.4% | $12,270-99.2% |