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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 | $13,360 | $115,917-88.5% | $100,535-86.7% | $158,982-91.6% |
| Participation rate | 38.9% | 81.6%-42.7pp | 79.4%-40.5pp | 82.0%-43.1pp |
| Annual return | 14.82% | 34.80%-20.0pp | 30.90%-16.1pp | 302.99%-288.2pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,447 | $6,677-78.3% | $6,271-76.9% | $5,983-75.8% |
| Admin fee / account holder | $8 | $11,002-99.9% | $8,085-99.9% | $11,252-99.9% |