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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 | $13,487 | $211,288-93.6% | $178,540-92.4% | $145,884-90.8% |
| Participation rate | 29.2% | 80.8%-51.6pp | 77.1%-47.9pp | 80.3%-51.1pp |
| Annual return | 10.52% | 30.27%-19.7pp | 27.15%-16.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $179 | $6,967-97.4% | $6,281-97.1% | $6,690-97.3% |
| Admin fee / account holder | $42 | $12,105-99.7% | $10,424-99.6% | $13,392-99.7% |