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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 | $11,815 | $154,228-92.3% | $145,433-91.9% | $137,256-91.4% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 27.60% | 74.59%-47.0pp | 66.58%-39.0pp | 220.34%-192.7pp |
| Employer contribution / active EE | $1,114 | $4,804-76.8% | $4,554-75.5% | $4,156-73.2% |
| Participant deferral / active EE | $1,994 | $8,216-75.7% | $7,897-74.8% | $6,407-68.9% |
| Admin fee / account holder | $19 | $14,344-99.9% | $13,129-99.9% | $12,270-99.8% |