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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 | $8,800 | $208,088-95.8% | $186,193-95.3% | $154,746-94.3% |
| Participation rate | 63.2% | 80.0%-16.8pp | 77.1%-14.0pp | 80.7%-17.5pp |
| Annual return | 13.90% | 89.97%-76.1pp | 78.03%-64.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $3,519 | $4,340-18.9% | $3,918-10.2% | $4,379-19.6% |
| Participant deferral / active EE | $391 | $7,078-94.5% | $6,513-94.0% | $6,730-94.2% |
| Admin fee / account holder | $219 | $11,698-98.1% | $11,058-98.0% | $14,365-98.5% |