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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 | $18,431 | $165,381-88.9% | $149,730-87.7% | $158,966-88.4% |
| Participation rate | 15.8% | 84.6%-68.8pp | 82.5%-66.7pp | 82.0%-66.2pp |
| Annual return | 16.17% | 348.29%-332.1pp | 276.70%-260.5pp | 302.95%-286.8pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $134 | $7,182-98.1% | $6,843-98.0% | $5,983-97.8% |
| Admin fee / account holder | $68 | $10,809-99.4% | $9,310-99.3% | $11,250-99.4% |