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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 | $20,168 | $149,679-86.5% | $117,039-82.8% | $147,586-86.3% |
| Participation rate | 50.0% | 83.5%-33.5pp | 77.2%-27.2pp | 82.8%-32.8pp |
| Annual return | 24.51% | 19.31%+5.2pp | 18.95%+5.6pp | 578.59%-554.1pp |
| Employer contribution / active EE | $942 | $4,937-80.9% | $3,785-75.1% | $4,876-80.7% |
| Participant deferral / active EE | $1,178 | $4,912-76.0% | $3,929-70.0% | $5,439-78.3% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |