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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 | $29,485 | $198,462-85.1% | $170,439-82.7% | $147,585-80.0% |
| Participation rate | 15.8% | 88.0%-72.2pp | 83.6%-67.8pp | 82.8%-67.0pp |
| Annual return | 10.16% | 257.30%-247.1pp | 205.94%-195.8pp | 578.58%-568.4pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,565 | $5,629-72.2% | $4,939-68.3% | $5,439-71.2% |
| Admin fee / account holder | $263 | $16,852-98.4% | $13,881-98.1% | $10,886-97.6% |