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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 | $105,028-87.8% | $107,187-88.1% | $100,573-87.3% |
| Participation rate | 0.1% | 81.2%-81.1pp | 75.0%-74.9pp | 70.9%-70.8pp |
| Annual return | 17.22% | 10.61%+6.6pp | 204.55%-187.3pp | 18.89%-1.7pp |
| Employer contribution / active EE | $0 | $5,641-100.0% | $3,782-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $17 | $2,685-99.4% | $5,096-99.7% | $4,921-99.7% |
| Admin fee / account holder | $0 | $355-100.0% | $9,162-100.0% | $454-100.0% |