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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 | $17,766 | $228,395-92.2% | $185,861-90.4% | $158,982-88.8% |
| Participation rate | 15.4% | 82.3%-66.9pp | 78.0%-62.7pp | 82.0%-66.6pp |
| Annual return | 15.53% | 40.82%-25.3pp | 35.96%-20.4pp | 302.99%-287.5pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $90 | $6,417-98.6% | $5,634-98.4% | $5,983-98.5% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |