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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 | $2,333 | $183,592-98.7% | $155,567-98.5% | $145,959-98.4% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-50.9pp | 80.3%-53.0pp |
| Annual return | 11.22% | 61.24%-50.0pp | 64.74%-53.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $449 | $6,464-93.1% | $5,628-92.0% | $6,689-93.3% |
| Admin fee / account holder | $77 | $19,318-99.6% | $15,916-99.5% | $13,398-99.4% |