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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 | $19,829 | $232,540-91.5% | $185,117-89.3% | $147,586-86.6% |
| Participation rate | 33.3% | 82.4%-49.0pp | 77.3%-43.9pp | 82.8%-49.5pp |
| Annual return | 14.78% | 43.03%-28.3pp | 40.50%-25.7pp | 578.59%-563.8pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $489 | $5,834-91.6% | $5,045-90.3% | $5,439-91.0% |
| Admin fee / account holder | $14 | $10,275-99.9% | $8,159-99.8% | $10,886-99.9% |