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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 | $13,798 | $185,312-92.6% | $161,489-91.5% | $154,746-91.1% |
| Participation rate | 59.1% | 82.5%-23.4pp | 78.7%-19.6pp | 80.7%-21.6pp |
| Annual return | 16.78% | 103.84%-87.1pp | 89.72%-72.9pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,127 | $4,769-76.4% | $4,268-73.6% | $4,379-74.3% |
| Participant deferral / active EE | $1,280 | $6,350-79.8% | $5,630-77.3% | $6,730-81.0% |
| Admin fee / account holder | $72 | $18,654-99.6% | $16,006-99.6% | $14,365-99.5% |