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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 | $18,616 | $227,633-91.8% | $189,597-90.2% | $167,553-88.9% |
| Participation rate | 26.3% | 82.5%-56.2pp | 78.4%-52.1pp | 82.1%-55.8pp |
| Annual return | 10.78% | 78.45%-67.7pp | 64.20%-53.4pp | 478.89%-468.1pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,412-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $609 | $7,003-91.3% | $6,174-90.1% | $6,343-90.4% |
| Admin fee / account holder | $10 | $11,879-99.9% | $9,807-99.9% | $12,316-99.9% |