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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 | $8,365 | $185,312-95.5% | $161,489-94.8% | $154,746-94.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 24.80% | 103.84%-79.0pp | 89.72%-64.9pp | 172.34%-147.5pp |
| Employer contribution / active EE | $1,032 | $4,769-78.4% | $4,268-75.8% | $4,379-76.4% |
| Participant deferral / active EE | $1,032 | $6,350-83.7% | $5,630-81.7% | $6,730-84.7% |
| Admin fee / account holder | $30 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |