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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 | $14,186 | $208,088-93.2% | $186,193-92.4% | $154,746-90.8% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.1%-37.1pp | 80.7%-40.7pp |
| Annual return | 10.95% | 89.97%-79.0pp | 78.03%-67.1pp | 172.34%-161.4pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $320 | $7,078-95.5% | $6,513-95.1% | $6,730-95.2% |
| Admin fee / account holder | $71 | $11,698-99.4% | $11,058-99.4% | $14,365-99.5% |