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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 | $14,955 | $165,361-91.0% | $149,715-90.0% | $158,950-90.6% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 16.28% | 348.24%-332.0pp | 276.66%-260.4pp | 302.91%-286.6pp |
| Employer contribution / active EE | $921 | $5,103-82.0% | $4,645-80.2% | $4,762-80.7% |
| Participant deferral / active EE | $1,240 | $7,182-82.7% | $6,842-81.9% | $5,983-79.3% |
| Admin fee / account holder | $102 | $10,808-99.1% | $9,310-98.9% | $11,248-99.1% |