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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 | $4,645 | $184,014-97.5% | $161,149-97.1% | $138,895-96.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 21.82% | 21.52%+0.3pp | 21.16%+0.7pp | 145.39%-123.6pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $876 | $6,909-87.3% | $6,153-85.8% | $6,396-86.3% |
| Admin fee / account holder | $43 | $18,027-99.8% | $15,194-99.7% | $12,562-99.7% |