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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 | $7,681 | $227,597-96.6% | $189,575-95.9% | $167,536-95.4% |
| Participation rate | 36.4% | 82.5%-46.1pp | 78.4%-42.1pp | 82.1%-45.7pp |
| Annual return | 17.12% | 78.44%-61.3pp | 64.19%-47.1pp | 478.82%-461.7pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,184 | $7,002-83.1% | $6,174-80.8% | $6,342-81.3% |
| Admin fee / account holder | $25 | $11,877-99.8% | $9,806-99.8% | $12,315-99.8% |