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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 | $1,897 | $90,674-97.9% | $96,707-98.0% | $82,448-97.7% |
| Participation rate | 65.5% | 75.9%-10.4pp | 80.4%-14.8pp | 68.1%-2.6pp |
| Annual return | 36.43% | 49.05%-12.6pp | 34.78%+1.7pp | 41.64%-5.2pp |
| Employer contribution / active EE | $0 | $3,975-100.0% | $4,191-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $653 | $5,696-88.5% | $5,997-89.1% | $4,139-84.2% |
| Admin fee / account holder | $0 | $7,568-100.0% | $7,503-100.0% | $7,234-100.0% |