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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 | $5,799 | $185,312-96.9% | $161,489-96.4% | $154,746-96.3% |
| Participation rate | 23.1% | 82.5%-59.4pp | 78.7%-55.6pp | 80.7%-57.6pp |
| Annual return | 27.38% | 103.84%-76.5pp | 89.72%-62.3pp | 172.34%-145.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $652 | $6,350-89.7% | $5,630-88.4% | $6,730-90.3% |
| Admin fee / account holder | $60 | $18,654-99.7% | $16,006-99.6% | $14,365-99.6% |