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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 | $11,580 | $223,823-94.8% | $211,142-94.5% | $154,746-92.5% |
| Participation rate | 25.0% | 87.9%-62.9pp | 87.3%-62.3pp | 80.7%-55.7pp |
| Annual return | 29.56% | 50.39%-20.8pp | 46.84%-17.3pp | 172.34%-142.8pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,156 | $9,750-88.1% | $9,284-87.5% | $6,730-82.8% |
| Admin fee / account holder | $68 | $19,707-99.7% | $19,076-99.6% | $14,365-99.5% |