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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 | $2,486 | $178,174-98.6% | $156,181-98.4% | $137,256-98.2% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 26.50% | 84.19%-57.7pp | 64.87%-38.4pp | 220.34%-193.8pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $744 | $6,888-89.2% | $6,132-87.9% | $6,407-88.4% |
| Admin fee / account holder | $16 | $17,404-99.9% | $14,586-99.9% | $12,270-99.9% |