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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 | $12,921 | $201,372-93.6% | $184,260-93.0% | $145,884-91.1% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 14.77% | 29.04%-14.3pp | 28.84%-14.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,045 | $9,808-89.3% | $9,133-88.6% | $6,690-84.4% |
| Admin fee / account holder | $38 | $16,362-99.8% | $13,898-99.7% | $13,392-99.7% |