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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 | $6,582 | $148,582-95.6% | $135,942-95.2% | $139,456-95.3% |
| Participation rate | 23.1% | 83.9%-60.8pp | 81.9%-58.8pp | 80.3%-57.3pp |
| Annual return | 30.12% | 79.26%-49.1pp | 68.28%-38.2pp | 373.45%-343.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $783 | $8,101-90.3% | $7,759-89.9% | $6,711-88.3% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |