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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 | $1,635 | $223,823-99.3% | $211,142-99.2% | $154,746-98.9% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 35.37% | 50.39%-15.0pp | 46.84%-11.5pp | 172.34%-137.0pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,013 | $9,750-89.6% | $9,284-89.1% | $6,730-85.0% |
| Admin fee / account holder | $221 | $19,707-98.9% | $19,076-98.8% | $14,365-98.5% |