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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 | $28,543 | $213,785-86.6% | $185,441-84.6% | $155,188-81.6% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 16.65% | 19.97%-3.3pp | 20.16%-3.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $1,157 | $5,393-78.5% | $4,672-75.2% | $4,248-72.8% |
| Participant deferral / active EE | $1,228 | $6,864-82.1% | $6,152-80.0% | $6,531-81.2% |
| Admin fee / account holder | $142 | $21,134-99.3% | $17,890-99.2% | $14,480-99.0% |