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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 | $12,802 | $106,351-88.0% | $105,223-87.8% | $103,975-87.7% |
| Participation rate | 0.1% | 80.0%-79.8pp | 75.0%-74.9pp | 72.5%-72.4pp |
| Annual return | 17.22% | 11.69%+5.5pp | 180.65%-163.4pp | 19.41%-2.2pp |
| Employer contribution / active EE | $0 | $5,336-100.0% | $3,689-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $17 | $3,221-99.5% | $5,072-99.7% | $5,343-99.7% |
| Admin fee / account holder | $0 | $316-100.0% | $8,859-100.0% | $332-100.0% |