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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 | $12,202 | $217,432-94.4% | $185,851-93.4% | $167,553-92.7% |
| Participation rate | 54.5% | 86.1%-31.5pp | 81.7%-27.2pp | 82.1%-27.6pp |
| Annual return | 14.47% | 148.43%-134.0pp | 122.11%-107.6pp | 478.89%-464.4pp |
| Employer contribution / active EE | $2,270 | $5,874-61.4% | $5,168-56.1% | $4,840-53.1% |
| Participant deferral / active EE | $1,492 | $6,357-76.5% | $5,569-73.2% | $6,343-76.5% |
| Admin fee / account holder | $85 | $19,820-99.6% | $16,245-99.5% | $12,316-99.3% |