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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 | $13,454 | $156,398-91.4% | $147,318-90.9% | $138,895-90.3% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 21.72% | 78.75%-57.0pp | 70.43%-48.7pp | 145.39%-123.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,659 | $8,237-79.9% | $7,906-79.0% | $6,396-74.1% |
| Admin fee / account holder | $125 | $14,976-99.2% | $13,708-99.1% | $12,562-99.0% |