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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 | $3,681 | $211,288-98.3% | $178,540-97.9% | $145,884-97.5% |
| Participation rate | 21.4% | 80.8%-59.4pp | 77.1%-55.7pp | 80.3%-58.9pp |
| Annual return | 10.95% | 30.27%-19.3pp | 27.15%-16.2pp | 551.85%-540.9pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $433 | $6,967-93.8% | $6,281-93.1% | $6,690-93.5% |
| Admin fee / account holder | $42 | $12,105-99.7% | $10,424-99.6% | $13,392-99.7% |