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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 | $16,174 | $183,539-91.2% | $155,556-89.6% | $145,897-88.9% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-51.0pp | 80.3%-53.0pp |
| Annual return | 12.20% | 61.31%-49.1pp | 64.84%-52.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,469 | $6,467-77.3% | $5,631-73.9% | $6,689-78.0% |
| Admin fee / account holder | $58 | $19,275-99.7% | $15,885-99.6% | $13,390-99.6% |