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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 | $11,522 | $174,379-93.4% | $152,093-92.4% | $138,895-91.7% |
| Participation rate | 23.1% | 81.6%-58.6pp | 77.8%-54.7pp | 79.9%-56.8pp |
| Annual return | 19.82% | 74.86%-55.0pp | 66.36%-46.5pp | 145.39%-125.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $853 | $6,159-86.1% | $5,451-84.3% | $6,396-86.7% |
| Admin fee / account holder | $39 | $16,880-99.8% | $14,497-99.7% | $12,562-99.7% |