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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 | $7,420 | $181,896-95.9% | $156,551-95.3% | $273,972-97.3% |
| Participation rate | 22.2% | 88.4%-66.2pp | 84.0%-61.8pp | 83.0%-60.8pp |
| Annual return | 51.80% | 30.74%+21.1pp | 32.23%+19.6pp | 41.46%+10.3pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,426 | $5,550-74.3% | $4,871-70.7% | $5,287-73.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |