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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 | $29,060 | $199,109-85.4% | $173,730-83.3% | $154,746-81.2% |
| Participation rate | 47.4% | 82.8%-35.4pp | 79.6%-32.2pp | 80.7%-33.3pp |
| Annual return | 10.47% | 20.02%-9.6pp | 19.96%-9.5pp | 172.34%-161.9pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $894 | $7,113-87.4% | $6,326-85.9% | $6,730-86.7% |
| Admin fee / account holder | $37 | $20,916-99.8% | $17,523-99.8% | $14,365-99.7% |