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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 | $6,641 | $148,629-95.5% | $135,982-95.1% | $139,487-95.2% |
| Participation rate | 46.7% | 83.9%-37.2pp | 81.9%-35.3pp | 80.3%-33.7pp |
| Annual return | 63.17% | 79.33%-16.2pp | 68.32%-5.2pp | 373.84%-310.7pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,421 | $8,102-70.1% | $7,760-68.8% | $6,713-63.9% |
| Admin fee / account holder | $223 | $12,406-98.2% | $10,767-97.9% | $11,407-98.0% |