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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 | $3,506 | $201,370-98.3% | $184,256-98.1% | $145,897-97.6% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 18.61% | 29.05%-10.4pp | 28.85%-10.2pp | 552.29%-533.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $892 | $9,808-90.9% | $9,133-90.2% | $6,689-86.7% |
| Admin fee / account holder | $68 | $16,364-99.6% | $13,899-99.5% | $13,390-99.5% |