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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 | $20,862 | $197,625-89.4% | $177,840-88.3% | $158,966-86.9% |
| Participation rate | 30.0% | 88.5%-58.5pp | 87.7%-57.7pp | 82.0%-52.0pp |
| Annual return | 34.91% | 58.76%-23.9pp | 48.32%-13.4pp | 302.95%-268.0pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,641 | $8,405-68.6% | $7,714-65.8% | $5,983-55.9% |
| Admin fee / account holder | $60 | $15,405-99.6% | $12,431-99.5% | $11,250-99.5% |