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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 | $3,779 | $228,395-98.3% | $185,861-98.0% | $158,982-97.6% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | 61.91% | 40.82%+21.1pp | 35.96%+25.9pp | 302.99%-241.1pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,040 | $6,417-83.8% | $5,634-81.5% | $5,983-82.6% |
| Admin fee / account holder | $40 | $11,869-99.7% | $9,503-99.6% | $11,252-99.6% |