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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 | $5,077 | $212,386-97.6% | $199,883-97.5% | $138,895-96.3% |
| Participation rate | 54.5% | 87.4%-32.8pp | 86.8%-32.2pp | 79.9%-25.4pp |
| Annual return | 20.06% | 47.75%-27.7pp | 43.81%-23.8pp | 145.39%-125.3pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $808 | $9,617-91.6% | $9,138-91.2% | $6,396-87.4% |
| Admin fee / account holder | $157 | $18,233-99.1% | $17,268-99.1% | $12,562-98.7% |