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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 | $3,691 | $162,812-97.7% | $133,971-97.2% | $158,966-97.7% |
| Participation rate | 69.2% | 83.2%-14.0pp | 79.8%-10.6pp | 82.0%-12.7pp |
| Annual return | 20.24% | 41.94%-21.7pp | 45.09%-24.9pp | 302.95%-282.7pp |
| Employer contribution / active EE | $984 | $4,976-80.2% | $3,919-74.9% | $4,762-79.3% |
| Participant deferral / active EE | $1,167 | $5,910-80.3% | $5,047-76.9% | $5,983-80.5% |
| Admin fee / account holder | $24 | $11,741-99.8% | $8,929-99.7% | $11,250-99.8% |