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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 | $1,146 | $174,379-99.3% | $152,093-99.2% | $138,895-99.2% |
| Participation rate | 53.8% | 81.6%-27.8pp | 77.8%-23.9pp | 79.9%-26.1pp |
| Annual return | 33.15% | 74.86%-41.7pp | 66.36%-33.2pp | 145.39%-112.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $633 | $6,159-89.7% | $5,451-88.4% | $6,396-90.1% |
| Admin fee / account holder | $196 | $16,880-98.8% | $14,497-98.6% | $12,562-98.4% |