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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 | $3,634 | $154,228-97.6% | $145,433-97.5% | $137,256-97.4% |
| Participation rate | 42.1% | 83.8%-41.7pp | 82.1%-40.0pp | 80.0%-37.9pp |
| Annual return | 131.56% | 74.59%+57.0pp | 66.58%+65.0pp | 220.34%-88.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,948 | $8,216-76.3% | $7,897-75.3% | $6,407-69.6% |
| Admin fee / account holder | $91 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |