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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 | $1,478 | $185,312-99.2% | $161,489-99.1% | $154,746-99.0% |
| Participation rate | 60.9% | 82.5%-21.6pp | 78.7%-17.8pp | 80.7%-19.8pp |
| Annual return | 24.03% | 103.84%-79.8pp | 89.72%-65.7pp | 172.34%-148.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $195 | $6,350-96.9% | $5,630-96.5% | $6,730-97.1% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |