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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 | $16,007 | $148,582-89.2% | $135,942-88.2% | $139,456-88.5% |
| Participation rate | 68.8% | 83.9%-15.1pp | 81.9%-13.2pp | 80.3%-11.6pp |
| Annual return | 26.16% | 79.26%-53.1pp | 68.28%-42.1pp | 373.45%-347.3pp |
| Employer contribution / active EE | $1,661 | $5,245-68.3% | $4,858-65.8% | $4,753-65.1% |
| Participant deferral / active EE | $2,017 | $8,101-75.1% | $7,759-74.0% | $6,711-69.9% |
| Admin fee / account holder | $7 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |