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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 | $7,139 | $166,089-95.7% | $164,928-95.7% | $145,978-95.1% |
| Participation rate | 36.4% | 82.0%-45.6pp | 78.6%-42.3pp | 80.3%-43.9pp |
| Annual return | 14.15% | 100.26%-86.1pp | 70.08%-55.9pp | 550.52%-536.4pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,238 | $6,961-82.2% | $6,034-79.5% | $6,690-81.5% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |