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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 | $12,902 | $156,398-91.8% | $147,318-91.2% | $138,895-90.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 15.48% | 78.75%-63.3pp | 70.43%-54.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,536 | $4,853-68.4% | $4,593-66.6% | $4,194-63.4% |
| Participant deferral / active EE | $1,202 | $8,237-85.4% | $7,906-84.8% | $6,396-81.2% |
| Admin fee / account holder | $20 | $14,976-99.9% | $13,708-99.9% | $12,562-99.8% |