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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 | $1,239 | $211,239-99.4% | $178,528-99.3% | $145,877-99.2% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 14.52% | 30.22%-15.7pp | 27.11%-12.6pp | 551.28%-536.8pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $519 | $6,963-92.5% | $6,278-91.7% | $6,691-92.2% |
| Admin fee / account holder | $28 | $12,095-99.8% | $10,419-99.7% | $13,402-99.8% |