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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 | $1,419 | $106,247-98.7% | $96,515-98.5% | $139,466-99.0% |
| Participation rate | 68.4% | 77.8%-9.4pp | 74.3%-5.9pp | 80.3%-11.9pp |
| Annual return | 40.17% | 38.47%+1.7pp | 35.73%+4.4pp | 373.66%-333.5pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $806 | $5,456-85.2% | $4,880-83.5% | $6,712-88.0% |
| Admin fee / account holder | $28 | $7,885-99.6% | $6,735-99.6% | $11,409-99.8% |