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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 | $12,681 | $223,823-94.3% | $211,142-94.0% | $154,746-91.8% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 14.42% | 50.39%-36.0pp | 46.84%-32.4pp | 172.34%-157.9pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,120 | $9,750-88.5% | $9,284-87.9% | $6,730-83.4% |
| Admin fee / account holder | $44 | $19,707-99.8% | $19,076-99.8% | $14,365-99.7% |