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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 | $6,893 | $228,352-97.0% | $185,835-96.3% | $158,966-95.7% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 12.14% | 40.81%-28.7pp | 35.96%-23.8pp | 302.95%-290.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $289 | $6,416-95.5% | $5,633-94.9% | $5,983-95.2% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |