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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 | $15,978 | $162,136-90.1% | $152,301-89.5% | $154,746-89.7% |
| Participation rate | 10.0% | 84.1%-74.1pp | 82.4%-72.4pp | 80.7%-70.7pp |
| Annual return | 21.96% | 91.02%-69.1pp | 80.50%-58.5pp | 172.34%-150.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $698 | $8,341-91.6% | $8,004-91.3% | $6,730-89.6% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |