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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 | $4,632 | $211,239-97.8% | $178,528-97.4% | $145,877-96.8% |
| Participation rate | 21.4% | 80.8%-59.4pp | 77.1%-55.7pp | 80.3%-58.9pp |
| Annual return | 21.34% | 30.22%-8.9pp | 27.11%-5.8pp | 551.28%-529.9pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $572 | $6,963-91.8% | $6,278-90.9% | $6,691-91.4% |
| Admin fee / account holder | $14 | $12,095-99.9% | $10,419-99.9% | $13,402-99.9% |