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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 | $155,555-92.4% | $146,866-92.0% | $155,188-92.4% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.5%-28.0pp | 80.8%-26.3pp |
| Annual return | 27.60% | 115.41%-87.8pp | 102.85%-75.3pp | 148.84%-121.2pp |
| Employer contribution / active EE | $1,114 | $4,647-76.0% | $4,425-74.8% | $4,248-73.8% |
| Participant deferral / active EE | $1,994 | $8,044-75.2% | $7,759-74.3% | $6,531-69.5% |
| Admin fee / account holder | $19 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |