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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 | $10,817 | $172,111-93.7% | $150,298-92.8% | $137,256-92.1% |
| Participation rate | 14.3% | 81.7%-67.4pp | 77.8%-63.5pp | 80.0%-65.7pp |
| Annual return | 16.93% | 69.37%-52.4pp | 62.79%-45.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $365 | $6,166-94.1% | $5,453-93.3% | $6,407-94.3% |
| Admin fee / account holder | $44 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |