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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 | $20,907 | $165,381-87.4% | $149,730-86.0% | $158,966-86.8% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.3pp | 82.0%-12.7pp |
| Annual return | 18.91% | 348.29%-329.4pp | 276.70%-257.8pp | 302.95%-284.0pp |
| Employer contribution / active EE | $1,007 | $5,104-80.3% | $4,645-78.3% | $4,762-78.9% |
| Participant deferral / active EE | $1,182 | $7,182-83.5% | $6,843-82.7% | $5,983-80.2% |
| Admin fee / account holder | $7 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |