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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 | $15,716 | $160,028-90.2% | $147,080-89.3% | $145,884-89.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.78% | 98.60%-84.8pp | 420.17%-406.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,086 | $5,286-79.4% | $4,933-78.0% | $4,662-76.7% |
| Participant deferral / active EE | $1,173 | $8,422-86.1% | $8,066-85.5% | $6,690-82.5% |
| Admin fee / account holder | $61 | $15,030-99.6% | $12,989-99.5% | $13,392-99.5% |