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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 | $12,212 | $105,856-88.5% | $90,161-86.5% | $147,586-91.7% |
| Participation rate | 36.8% | 79.7%-42.9pp | 76.9%-40.0pp | 82.8%-46.0pp |
| Annual return | 22.96% | 37.63%-14.7pp | 34.89%-11.9pp | 578.59%-555.6pp |
| Employer contribution / active EE | $812 | $4,126-80.3% | $3,318-75.5% | $4,876-83.3% |
| Participant deferral / active EE | $763 | $5,733-86.7% | $5,287-85.6% | $5,439-86.0% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |