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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 | $12,130 | $132,634-90.9% | $115,768-89.5% | $137,256-91.2% |
| Participation rate | 29.4% | 77.9%-48.5pp | 74.4%-45.0pp | 80.0%-50.5pp |
| Annual return | 25.02% | 160.70%-135.7pp | 100.46%-75.4pp | 220.34%-195.3pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,433 | $5,619-74.5% | $4,917-70.8% | $6,407-77.6% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |