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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 | $5,630 | $197,603-97.2% | $177,827-96.8% | $158,950-96.5% |
| Participation rate | 41.2% | 88.5%-47.4pp | 87.7%-46.5pp | 82.0%-40.8pp |
| Annual return | 46.22% | 58.76%-12.5pp | 48.32%-2.1pp | 302.91%-256.7pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,915 | $8,404-77.2% | $7,713-75.2% | $5,983-68.0% |
| Admin fee / account holder | $202 | $15,402-98.7% | $12,429-98.4% | $11,248-98.2% |