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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 | $15,856 | $156,398-89.9% | $147,318-89.2% | $138,895-88.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 12.86% | 78.75%-65.9pp | 70.43%-57.6pp | 145.39%-132.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $51 | $8,237-99.4% | $7,906-99.4% | $6,396-99.2% |
| Admin fee / account holder | $73 | $14,976-99.5% | $13,708-99.5% | $12,562-99.4% |