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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 | $7,668 | $211,224-96.4% | $178,505-95.7% | $145,897-94.7% |
| Participation rate | 21.4% | 80.8%-59.4pp | 77.1%-55.7pp | 80.3%-58.9pp |
| Annual return | 11.00% | 30.28%-19.3pp | 27.16%-16.2pp | 552.29%-541.3pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $666 | $6,966-90.4% | $6,280-89.4% | $6,689-90.0% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |