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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 | $1,527 | $182,442-99.2% | $163,379-99.1% | $138,895-98.9% |
| Participation rate | 47.4% | 79.8%-32.4pp | 76.8%-29.5pp | 79.9%-32.6pp |
| Annual return | 24.36% | 72.74%-48.4pp | 63.41%-39.0pp | 145.39%-121.0pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $372 | $6,817-94.5% | $6,282-94.1% | $6,396-94.2% |
| Admin fee / account holder | $1 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |