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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 | $15,062 | $162,821-90.7% | $133,978-88.8% | $158,982-90.5% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 16.21% | 41.95%-25.7pp | 45.10%-28.9pp | 302.99%-286.8pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,300 | $5,910-78.0% | $5,047-74.3% | $5,983-78.3% |
| Admin fee / account holder | $8 | $11,742-99.9% | $8,930-99.9% | $11,252-99.9% |