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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 | $13,625 | $152,612-91.1% | $125,192-89.1% | $152,897-91.1% |
| Participation rate | 26.7% | 83.3%-56.7pp | 79.8%-53.1pp | 82.5%-55.8pp |
| Annual return | 25.53% | 54.85%-29.3pp | 43.79%-18.3pp | 345.43%-319.9pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $397 | $5,868-93.2% | $4,937-92.0% | $5,851-93.2% |
| Admin fee / account holder | $21 | $13,437-99.8% | $9,704-99.8% | $11,599-99.8% |