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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 | $703 | $209,336-99.7% | $197,124-99.6% | $137,256-99.5% |
| Participation rate | 61.1% | 87.3%-26.2pp | 86.7%-25.6pp | 80.0%-18.8pp |
| Annual return | 23.33% | 48.09%-24.8pp | 44.34%-21.0pp | 220.34%-197.0pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $578 | $9,614-94.0% | $9,135-93.7% | $6,407-91.0% |
| Admin fee / account holder | $214 | $17,308-98.8% | $16,298-98.7% | $12,270-98.3% |