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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 | $14,325 | $165,399-91.3% | $149,745-90.4% | $158,982-91.0% |
| Participation rate | 64.7% | 84.6%-19.9pp | 82.5%-17.8pp | 82.0%-17.3pp |
| Annual return | 16.55% | 348.34%-331.8pp | 276.72%-260.2pp | 302.99%-286.4pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,316 | $7,183-81.7% | $6,843-80.8% | $5,983-78.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |