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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 | $11,912 | $148,623-92.0% | $135,974-91.2% | $139,466-91.5% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.3pp | 80.3%-51.8pp |
| Annual return | 15.08% | 79.30%-64.2pp | 68.30%-53.2pp | 373.66%-358.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $925 | $8,103-88.6% | $7,760-88.1% | $6,712-86.2% |
| Admin fee / account holder | $122 | $12,406-99.0% | $10,767-98.9% | $11,409-98.9% |