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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 | $20,039 | $185,856-89.2% | $170,028-88.2% | $139,456-85.6% |
| Participation rate | 27.8% | 87.8%-60.0pp | 87.0%-59.2pp | 80.3%-52.5pp |
| Annual return | 20.95% | 60.52%-39.6pp | 53.39%-32.4pp | 373.45%-352.5pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,079 | $11,623-90.7% | $10,409-89.6% | $6,711-83.9% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |