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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 | $25,720 | $168,636-84.7% | $147,618-82.6% | $125,388-79.5% |
| Participation rate | 55.6% | 88.8%-33.2pp | 84.6%-29.1pp | 83.2%-27.6pp |
| Annual return | 39.22% | 77.65%-38.4pp | 61.98%-22.8pp | 282.24%-243.0pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,401 | $5,507-74.6% | $4,895-71.4% | $5,352-73.8% |
| Admin fee / account holder | $5 | $13,580-100.0% | $11,612-100.0% | $9,541-99.9% |