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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 | $17,096 | $228,352-92.5% | $185,835-90.8% | $158,966-89.2% |
| Participation rate | 65.0% | 82.3%-17.3pp | 78.0%-13.0pp | 82.0%-17.0pp |
| Annual return | 18.61% | 40.81%-22.2pp | 35.96%-17.3pp | 302.95%-284.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $898 | $6,416-86.0% | $5,633-84.1% | $5,983-85.0% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |