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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 | $3,457 | $172,111-98.0% | $150,298-97.7% | $137,256-97.5% |
| Participation rate | 45.5% | 81.7%-36.3pp | 77.8%-32.3pp | 80.0%-34.5pp |
| Annual return | 22.83% | 69.37%-46.5pp | 62.79%-40.0pp | 220.34%-197.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $837 | $6,166-86.4% | $5,453-84.6% | $6,407-86.9% |
| Admin fee / account holder | $158 | $16,471-99.0% | $14,116-98.9% | $12,270-98.7% |