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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 | $13,964 | $154,228-90.9% | $145,433-90.4% | $137,256-89.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 17.49% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $833 | $8,216-89.9% | $7,897-89.4% | $6,407-87.0% |
| Admin fee / account holder | $127 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |