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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 | $19,318 | $228,352-91.5% | $185,827-89.6% | $158,950-87.8% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 17.64% | 40.81%-23.2pp | 35.96%-18.3pp | 302.91%-285.3pp |
| Employer contribution / active EE | $553 | $4,967-88.9% | $4,087-86.5% | $4,762-88.4% |
| Participant deferral / active EE | $574 | $6,416-91.1% | $5,633-89.8% | $5,983-90.4% |
| Admin fee / account holder | $127 | $11,867-98.9% | $9,502-98.7% | $11,248-98.9% |