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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 | $17,016 | $162,136-89.5% | $152,301-88.8% | $154,746-89.0% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 24.85% | 91.02%-66.2pp | 80.50%-55.7pp | 172.34%-147.5pp |
| Employer contribution / active EE | $1,296 | $4,890-73.5% | $4,624-72.0% | $4,379-70.4% |
| Participant deferral / active EE | $1,490 | $8,341-82.1% | $8,004-81.4% | $6,730-77.9% |
| Admin fee / account holder | $91 | $15,759-99.4% | $14,398-99.4% | $14,365-99.4% |