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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 | $16,460 | $148,582-88.9% | $135,942-87.9% | $139,456-88.2% |
| Participation rate | 20.0% | 83.9%-63.9pp | 81.9%-61.9pp | 80.3%-60.3pp |
| Annual return | 15.41% | 79.26%-63.8pp | 68.28%-52.9pp | 373.45%-358.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $19 | $8,101-99.8% | $7,759-99.8% | $6,711-99.7% |
| Admin fee / account holder | $68 | $12,402-99.5% | $10,764-99.4% | $11,407-99.4% |