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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $410,095 | $377,855+8.5% | $375,279+9.3% | $286,788+43.0% |
| Participation rate | 50.0% | 38.5%+11.5pp | 36.7%+13.3pp | 37.6%+12.4pp |
| Annual return | 8.30% | 9.94%-1.6pp | 9.78%-1.5pp | 9.30%-1.0pp |
| Employer contribution / active EE | $86,000 | $49,417+74.0% | $46,882+83.4% | $43,746+96.6% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,392-100.0% | $5,665-100.0% | $12,596-100.0% |