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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 | $18,445 | $165,381-88.8% | $149,730-87.7% | $158,966-88.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 19.51% | 348.29%-328.8pp | 276.70%-257.2pp | 302.95%-283.4pp |
| Employer contribution / active EE | $1,268 | $5,104-75.2% | $4,645-72.7% | $4,762-73.4% |
| Participant deferral / active EE | $2,340 | $7,182-67.4% | $6,843-65.8% | $5,983-60.9% |
| Admin fee / account holder | $157 | $10,809-98.5% | $9,310-98.3% | $11,250-98.6% |