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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 | $11,691 | $199,109-94.1% | $173,730-93.3% | $154,746-92.4% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.6%-79.6pp | 80.7%-80.7pp |
| Annual return | 17.59% | 20.02%-2.4pp | 19.96%-2.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $50 | $7,113-99.3% | $6,326-99.2% | $6,730-99.3% |
| Admin fee / account holder | $47 | $20,916-99.8% | $17,523-99.7% | $14,365-99.7% |