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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 | $5,909 | $201,259-97.1% | $184,200-96.8% | $145,959-96.0% |
| Participation rate | 30.0% | 87.5%-57.5pp | 86.8%-56.8pp | 80.3%-50.3pp |
| Annual return | 31.00% | 28.98%+2.0pp | 28.80%+2.2pp | 561.95%-531.0pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $150 | $9,806-98.5% | $9,132-98.4% | $6,689-97.8% |
| Admin fee / account holder | $237 | $16,372-98.6% | $13,907-98.3% | $13,398-98.2% |