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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 | $3,108 | $165,351-98.1% | $149,710-97.9% | $158,931-98.0% |
| Participation rate | 31.6% | 84.6%-53.0pp | 82.5%-50.9pp | 82.0%-50.4pp |
| Annual return | 22.32% | 348.19%-325.9pp | 276.63%-254.3pp | 302.86%-280.5pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,494 | $7,181-79.2% | $6,842-78.2% | $5,982-75.0% |
| Admin fee / account holder | $99 | $10,807-99.1% | $9,309-98.9% | $11,247-99.1% |