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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 | $17,073 | $227,597-92.5% | $189,575-91.0% | $167,536-89.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 12.66% | 78.44%-65.8pp | 64.19%-51.5pp | 478.82%-466.2pp |
| Employer contribution / active EE | $900 | $5,316-83.1% | $4,412-79.6% | $4,839-81.4% |
| Participant deferral / active EE | $1,361 | $7,002-80.6% | $6,174-78.0% | $6,342-78.5% |
| Admin fee / account holder | $67 | $11,877-99.4% | $9,806-99.3% | $12,315-99.5% |