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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 | $9,329 | $182,442-94.9% | $163,379-94.3% | $138,895-93.3% |
| Participation rate | 56.3% | 79.8%-23.5pp | 76.8%-20.6pp | 79.9%-23.7pp |
| Annual return | 20.56% | 72.74%-52.2pp | 63.41%-42.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $726 | $6,817-89.4% | $6,282-88.4% | $6,396-88.7% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |