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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 | $212,386-94.5% | $199,883-94.2% | $138,895-91.7% |
| Participation rate | 25.0% | 87.4%-62.4pp | 86.8%-61.8pp | 79.9%-54.9pp |
| Annual return | 29.56% | 47.75%-18.2pp | 43.81%-14.2pp | 145.39%-115.8pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,156 | $9,617-88.0% | $9,138-87.3% | $6,396-81.9% |
| Admin fee / account holder | $68 | $18,233-99.6% | $17,268-99.6% | $12,562-99.5% |