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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 | $14,969 | $135,956-89.0% | $123,894-87.9% | $273,972-94.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 19.01% | 56.63%-37.6pp | 47.52%-28.5pp | 41.46%-22.4pp |
| Employer contribution / active EE | $1,187 | $5,170-77.0% | $4,617-74.3% | $4,869-75.6% |
| Participant deferral / active EE | $1,967 | $6,343-69.0% | $5,984-67.1% | $5,287-62.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |