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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 | $8,403 | $110,286-92.4% | $96,569-91.3% | $139,427-94.0% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 22.52% | 26.39%-3.9pp | 25.87%-3.4pp | 373.27%-350.7pp |
| Employer contribution / active EE | $823 | $3,619-77.2% | $2,965-72.2% | $4,752-82.7% |
| Participant deferral / active EE | $859 | $5,546-84.5% | $4,851-82.3% | $6,711-87.2% |
| Admin fee / account holder | $52 | $11,592-99.6% | $8,251-99.4% | $11,404-99.5% |