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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 | $16,753 | $162,136-89.7% | $152,301-89.0% | $154,746-89.2% |
| Participation rate | 59.1% | 84.1%-25.0pp | 82.4%-23.4pp | 80.7%-21.6pp |
| Annual return | 181.23% | 91.02%+90.2pp | 80.50%+100.7pp | 172.34%+8.9pp |
| Employer contribution / active EE | $936 | $4,890-80.9% | $4,624-79.7% | $4,379-78.6% |
| Participant deferral / active EE | $1,839 | $8,341-78.0% | $8,004-77.0% | $6,730-72.7% |
| Admin fee / account holder | $55 | $15,759-99.7% | $14,398-99.6% | $14,365-99.6% |