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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 | $1,127 | $183,539-99.4% | $155,556-99.3% | $145,897-99.2% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 10.83% | 61.31%-50.5pp | 64.84%-54.0pp | 552.29%-541.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $453 | $6,467-93.0% | $5,631-92.0% | $6,689-93.2% |
| Admin fee / account holder | $246 | $19,275-98.7% | $15,885-98.5% | $13,390-98.2% |