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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 | $3,171 | $183,592-98.3% | $155,574-98.0% | $145,877-97.8% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.8pp | 80.3%-34.8pp |
| Annual return | 15.62% | 61.37%-45.8pp | 64.87%-49.2pp | 551.28%-535.7pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $651 | $6,466-89.9% | $5,629-88.4% | $6,691-90.3% |
| Admin fee / account holder | $37 | $19,316-99.8% | $15,914-99.8% | $13,402-99.7% |