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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 | $12,252 | $160,028-92.3% | $147,080-91.7% | $145,884-91.6% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 10.75% | 98.60%-87.8pp | 420.17%-409.4pp | 551.85%-541.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $281 | $8,422-96.7% | $8,066-96.5% | $6,690-95.8% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |