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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 | $6,821 | $139,948-95.1% | $121,663-94.4% | $154,746-95.6% |
| Participation rate | 68.8% | 78.0%-9.3pp | 74.5%-5.7pp | 80.7%-12.0pp |
| Annual return | 22.05% | 230.52%-208.5pp | 147.54%-125.5pp | 172.34%-150.3pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,619 | $5,629-71.2% | $4,887-66.9% | $6,730-75.9% |
| Admin fee / account holder | $136 | $17,321-99.2% | $14,289-99.0% | $14,365-99.1% |