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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 | $11,698 | $223,823-94.8% | $211,142-94.5% | $154,746-92.4% |
| Participation rate | 62.5% | 87.9%-25.4pp | 87.3%-24.8pp | 80.7%-18.2pp |
| Annual return | 13.14% | 50.39%-37.3pp | 46.84%-33.7pp | 172.34%-159.2pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,640 | $9,750-83.2% | $9,284-82.3% | $6,730-75.6% |
| Admin fee / account holder | $206 | $19,707-99.0% | $19,076-98.9% | $14,365-98.6% |