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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 | $18,381 | $197,625-90.7% | $177,840-89.7% | $158,966-88.4% |
| Participation rate | 23.8% | 88.5%-64.7pp | 87.7%-63.9pp | 82.0%-58.2pp |
| Annual return | 57.29% | 58.76%-1.5pp | 48.32%+9.0pp | 302.95%-245.7pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,369 | $8,405-71.8% | $7,714-69.3% | $5,983-60.4% |
| Admin fee / account holder | $50 | $15,405-99.7% | $12,431-99.6% | $11,250-99.6% |