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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 | $12,085 | $211,288-94.3% | $178,540-93.2% | $145,884-91.7% |
| Participation rate | 5.6% | 80.8%-75.3pp | 77.1%-71.6pp | 80.3%-74.7pp |
| Annual return | 20.22% | 30.27%-10.1pp | 27.15%-6.9pp | 551.85%-531.6pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $398 | $6,967-94.3% | $6,281-93.7% | $6,690-94.1% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |