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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 | $2,925 | $111,535-97.4% | $105,223-97.2% | $137,256-97.9% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 36.18% | 237.85%-201.7pp | 180.65%-144.5pp | 220.34%-184.2pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,048 | $5,500-80.9% | $5,072-79.3% | $6,407-83.6% |
| Admin fee / account holder | $36 | $9,721-99.6% | $8,859-99.6% | $12,270-99.7% |