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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 | $14,488 | $201,372-92.8% | $184,260-92.1% | $145,884-90.1% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 17.70% | 29.04%-11.3pp | 28.84%-11.1pp | 551.85%-534.2pp |
| Employer contribution / active EE | $1,518 | $7,024-78.4% | $6,427-76.4% | $4,662-67.4% |
| Participant deferral / active EE | $1,846 | $9,808-81.2% | $9,133-79.8% | $6,690-72.4% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |