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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 | $21,794 | $165,399-86.8% | $149,745-85.4% | $158,982-86.3% |
| Participation rate | 22.2% | 84.6%-62.4pp | 82.5%-60.3pp | 82.0%-59.7pp |
| Annual return | 29.30% | 348.34%-319.0pp | 276.72%-247.4pp | 302.99%-273.7pp |
| Employer contribution / active EE | $930 | $5,105-81.8% | $4,646-80.0% | $4,763-80.5% |
| Participant deferral / active EE | $1,323 | $7,183-81.6% | $6,843-80.7% | $5,983-77.9% |
| Admin fee / account holder | $60 | $10,811-99.4% | $9,312-99.4% | $11,252-99.5% |