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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 | $5,156 | $209,336-97.5% | $197,124-97.4% | $137,256-96.2% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 27.01% | 48.09%-21.1pp | 44.34%-17.3pp | 220.34%-193.3pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $943 | $9,614-90.2% | $9,135-89.7% | $6,407-85.3% |
| Admin fee / account holder | $16 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |