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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 | $7,772 | $156,398-95.0% | $147,318-94.7% | $138,895-94.4% |
| Participation rate | 53.3% | 83.8%-30.4pp | 82.1%-28.7pp | 79.9%-26.6pp |
| Annual return | 29.41% | 78.75%-49.3pp | 70.43%-41.0pp | 145.39%-116.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,648 | $8,237-80.0% | $7,906-79.2% | $6,396-74.2% |
| Admin fee / account holder | $202 | $14,976-98.7% | $13,708-98.5% | $12,562-98.4% |