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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 | $2,129 | $166,268-98.7% | $165,100-98.7% | $145,897-98.5% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 27.90% | 100.52%-72.6pp | 70.21%-42.3pp | 552.29%-524.4pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $590 | $6,964-91.5% | $6,035-90.2% | $6,689-91.2% |
| Admin fee / account holder | $29 | $16,659-99.8% | $12,696-99.8% | $13,390-99.8% |