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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 | $10,330 | $135,956-92.4% | $123,894-91.7% | $273,972-96.2% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 128.33% | 56.63%+71.7pp | 47.52%+80.8pp | 41.46%+86.9pp |
| Employer contribution / active EE | $904 | $5,170-82.5% | $4,617-80.4% | $4,869-81.4% |
| Participant deferral / active EE | $1,220 | $6,343-80.8% | $5,984-79.6% | $5,287-76.9% |
| Admin fee / account holder | $16 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |