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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 | $4,883 | $174,379-97.2% | $152,093-96.8% | $138,895-96.5% |
| Participation rate | 35.0% | 81.6%-46.6pp | 77.8%-42.8pp | 79.9%-44.9pp |
| Annual return | 18.29% | 74.86%-56.6pp | 66.36%-48.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $525 | $6,159-91.5% | $5,451-90.4% | $6,396-91.8% |
| Admin fee / account holder | $40 | $16,880-99.8% | $14,497-99.7% | $12,562-99.7% |