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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 | $3,977 | $181,062-97.8% | $158,223-97.5% | $155,188-97.4% |
| Participation rate | 39.1% | 82.7%-43.5pp | 79.2%-40.1pp | 80.8%-41.7pp |
| Annual return | 20.87% | 57.39%-36.5pp | 52.09%-31.2pp | 148.84%-128.0pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $326 | $6,134-94.7% | $5,467-94.0% | $6,531-95.0% |
| Admin fee / account holder | $84 | $18,825-99.6% | $16,047-99.5% | $14,480-99.4% |