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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 | $27,592 | $162,785-83.0% | $133,959-79.4% | $158,950-82.6% |
| Participation rate | 61.1% | 83.2%-22.1pp | 79.8%-18.7pp | 82.0%-20.9pp |
| Annual return | 16.71% | 41.94%-25.2pp | 45.09%-28.4pp | 302.91%-286.2pp |
| Employer contribution / active EE | $1,006 | $4,975-79.8% | $3,919-74.3% | $4,762-78.9% |
| Participant deferral / active EE | $1,680 | $5,910-71.6% | $5,047-66.7% | $5,983-71.9% |
| Admin fee / account holder | $97 | $11,738-99.2% | $8,928-98.9% | $11,248-99.1% |