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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 | $14,876 | $197,603-92.5% | $177,827-91.6% | $158,950-90.6% |
| Participation rate | 47.1% | 88.5%-41.5pp | 87.7%-40.7pp | 82.0%-34.9pp |
| Annual return | 64.30% | 58.76%+5.5pp | 48.32%+16.0pp | 302.91%-238.6pp |
| Employer contribution / active EE | $1,998 | $6,698-70.2% | $5,918-66.2% | $4,762-58.1% |
| Participant deferral / active EE | $2,552 | $8,404-69.6% | $7,713-66.9% | $5,983-57.3% |
| Admin fee / account holder | $1 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |