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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 | $2,642 | $172,111-98.5% | $150,298-98.2% | $137,256-98.1% |
| Participation rate | 59.1% | 81.7%-22.6pp | 77.8%-18.7pp | 80.0%-20.9pp |
| Annual return | 22.59% | 69.37%-46.8pp | 62.79%-40.2pp | 220.34%-197.7pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $794 | $6,166-87.1% | $5,453-85.4% | $6,407-87.6% |
| Admin fee / account holder | $142 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |