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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 | $9,965 | $201,264-95.0% | $184,185-94.6% | $145,978-93.2% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 17.41% | 29.00%-11.6pp | 28.81%-11.4pp | 550.52%-533.1pp |
| Employer contribution / active EE | $1,550 | $7,021-77.9% | $6,426-75.9% | $4,662-66.8% |
| Participant deferral / active EE | $1,836 | $9,806-81.3% | $9,132-79.9% | $6,690-72.5% |
| Admin fee / account holder | $20 | $16,376-99.9% | $13,909-99.9% | $13,400-99.9% |