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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 | $10,789 | $185,883-94.2% | $170,043-93.7% | $139,466-92.3% |
| Participation rate | 11.1% | 87.8%-76.6pp | 87.0%-75.9pp | 80.3%-69.2pp |
| Annual return | 59.42% | 60.54%-1.1pp | 53.40%+6.0pp | 373.66%-314.2pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $844 | $11,626-92.7% | $10,410-91.9% | $6,712-87.4% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |