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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 | $1,989 | $175,231-98.9% | $149,696-98.7% | $139,466-98.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 38.48% | 166.77%-128.3pp | 134.46%-96.0pp | 373.66%-335.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,258 | $6,521-80.7% | $5,682-77.9% | $6,712-81.3% |
| Admin fee / account holder | $186 | $16,155-98.8% | $13,212-98.6% | $11,409-98.4% |