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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 | $10,912 | $201,259-94.6% | $184,200-94.1% | $145,959-92.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 13.81% | 28.98%-15.2pp | 28.80%-15.0pp | 561.95%-548.1pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,028 | $9,806-79.3% | $9,132-77.8% | $6,689-69.7% |
| Admin fee / account holder | $46 | $16,372-99.7% | $13,907-99.7% | $13,398-99.7% |