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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 | $1,162 | $114,119-99.0% | $107,187-98.9% | $138,895-99.2% |
| Participation rate | 52.2% | 78.1%-25.9pp | 75.0%-22.8pp | 79.9%-27.7pp |
| Annual return | 32.64% | 273.21%-240.6pp | 204.55%-171.9pp | 145.39%-112.8pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $413 | $5,538-92.5% | $5,096-91.9% | $6,396-93.5% |
| Admin fee / account holder | $126 | $10,024-98.7% | $9,162-98.6% | $12,562-99.0% |