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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 | $8,355 | $156,398-94.7% | $147,318-94.3% | $138,895-94.0% |
| Participation rate | 11.8% | 83.8%-72.0pp | 82.1%-70.3pp | 79.9%-68.2pp |
| Annual return | 21.16% | 78.75%-57.6pp | 70.43%-49.3pp | 145.39%-124.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $336 | $8,237-95.9% | $7,906-95.7% | $6,396-94.7% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |