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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 | $7,751 | $183,627-95.8% | $155,602-95.0% | $145,978-94.7% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 13.83% | 61.32%-47.5pp | 64.81%-51.0pp | 550.52%-536.7pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,005 | $6,466-84.5% | $5,629-82.1% | $6,690-85.0% |
| Admin fee / account holder | $55 | $19,327-99.7% | $15,923-99.7% | $13,400-99.6% |