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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 | $9,023 | $165,381-94.5% | $149,730-94.0% | $158,966-94.3% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.3pp | 82.0%-12.7pp |
| Annual return | 15.57% | 348.29%-332.7pp | 276.70%-261.1pp | 302.95%-287.4pp |
| Employer contribution / active EE | $1,532 | $5,104-70.0% | $4,645-67.0% | $4,762-67.8% |
| Participant deferral / active EE | $1,602 | $7,182-77.7% | $6,843-76.6% | $5,983-73.2% |
| Admin fee / account holder | $155 | $10,809-98.6% | $9,310-98.3% | $11,250-98.6% |