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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 | $16,159 | $162,136-90.0% | $152,301-89.4% | $154,746-89.6% |
| Participation rate | 53.3% | 84.1%-30.8pp | 82.4%-29.1pp | 80.7%-27.4pp |
| Annual return | 20.25% | 91.02%-70.8pp | 80.50%-60.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,152 | $4,890-76.4% | $4,624-75.1% | $4,379-73.7% |
| Participant deferral / active EE | $1,321 | $8,341-84.2% | $8,004-83.5% | $6,730-80.4% |
| Admin fee / account holder | $61 | $15,759-99.6% | $14,398-99.6% | $14,365-99.6% |