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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 | $12,713 | $183,539-93.1% | $155,556-91.8% | $145,897-91.3% |
| Participation rate | 19.0% | 82.7%-63.7pp | 78.2%-59.2pp | 80.3%-61.3pp |
| Annual return | 12.79% | 61.31%-48.5pp | 64.84%-52.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $262 | $6,467-96.0% | $5,631-95.4% | $6,689-96.1% |
| Admin fee / account holder | $174 | $19,275-99.1% | $15,885-98.9% | $13,390-98.7% |