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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 | $4,047 | $212,386-98.1% | $199,883-98.0% | $138,895-97.1% |
| Participation rate | 29.4% | 87.4%-58.0pp | 86.8%-57.4pp | 79.9%-50.5pp |
| Annual return | 19.25% | 47.75%-28.5pp | 43.81%-24.6pp | 145.39%-126.1pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $538 | $9,617-94.4% | $9,138-94.1% | $6,396-91.6% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |