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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 | $4,026 | $201,344-98.0% | $184,243-97.8% | $145,877-97.2% |
| Participation rate | 37.5% | 87.5%-50.0pp | 86.8%-49.3pp | 80.3%-42.8pp |
| Annual return | 11.91% | 29.01%-17.1pp | 28.82%-16.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $324 | $9,807-96.7% | $9,132-96.4% | $6,691-95.2% |
| Admin fee / account holder | $16 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |