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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 | $11,804 | $148,582-92.1% | $135,942-91.3% | $139,456-91.5% |
| Participation rate | 23.8% | 83.9%-60.0pp | 81.9%-58.1pp | 80.3%-56.5pp |
| Annual return | 34.83% | 79.26%-44.4pp | 68.28%-33.4pp | 373.45%-338.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,637 | $8,101-79.8% | $7,759-78.9% | $6,711-75.6% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |