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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 | $9,200 | $185,312-95.0% | $161,489-94.3% | $154,746-94.1% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.7%-34.3pp | 80.7%-36.3pp |
| Annual return | 22.67% | 103.84%-81.2pp | 89.72%-67.1pp | 172.34%-149.7pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $413 | $6,350-93.5% | $5,630-92.7% | $6,730-93.9% |
| Admin fee / account holder | $35 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |