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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 | $14,286 | $156,398-90.9% | $147,318-90.3% | $138,895-89.7% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 25.60% | 78.75%-53.2pp | 70.43%-44.8pp | 145.39%-119.8pp |
| Employer contribution / active EE | $911 | $4,853-81.2% | $4,593-80.2% | $4,194-78.3% |
| Participant deferral / active EE | $2,353 | $8,237-71.4% | $7,906-70.2% | $6,396-63.2% |
| Admin fee / account holder | $129 | $14,976-99.1% | $13,708-99.1% | $12,562-99.0% |