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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 | $7,453 | $201,344-96.3% | $184,243-96.0% | $145,877-94.9% |
| Participation rate | 30.0% | 87.5%-57.5pp | 86.8%-56.8pp | 80.3%-50.3pp |
| Annual return | 17.37% | 29.01%-11.6pp | 28.82%-11.4pp | 551.28%-533.9pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $970 | $9,807-90.1% | $9,132-89.4% | $6,691-85.5% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |