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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 | $23,774 | $227,291-89.5% | $214,702-88.9% | $155,188-84.7% |
| Participation rate | 62.5% | 88.0%-25.5pp | 87.5%-25.0pp | 80.8%-18.3pp |
| Annual return | 12.75% | 60.08%-47.3pp | 54.55%-41.8pp | 148.84%-136.1pp |
| Employer contribution / active EE | $1,797 | $6,772-73.5% | $6,461-72.2% | $4,248-57.7% |
| Participant deferral / active EE | $2,170 | $9,582-77.4% | $9,147-76.3% | $6,531-66.8% |
| Admin fee / account holder | $208 | $20,413-99.0% | $19,830-99.0% | $14,480-98.6% |