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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 | $10,703 | $148,623-92.8% | $135,974-92.1% | $139,466-92.3% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 22.97% | 79.30%-56.3pp | 68.30%-45.3pp | 373.66%-350.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,814 | $8,103-77.6% | $7,760-76.6% | $6,712-73.0% |
| Admin fee / account holder | $36 | $12,406-99.7% | $10,767-99.7% | $11,409-99.7% |