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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 | $3,943 | $148,629-97.3% | $135,982-97.1% | $139,487-97.2% |
| Participation rate | 27.3% | 83.9%-56.6pp | 81.9%-54.6pp | 80.3%-53.1pp |
| Annual return | 44.78% | 79.33%-34.5pp | 68.32%-23.5pp | 373.84%-329.1pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,063 | $8,102-86.9% | $7,760-86.3% | $6,713-84.2% |
| Admin fee / account holder | $9 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |