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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 | $10,644 | $167,362-93.6% | $143,799-92.6% | $134,532-92.1% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | 7.22% | 0.47%+6.7pp | -0.04%+7.3pp | 418.27%-411.0pp |
| Employer contribution / active EE | $8,045 | $5,620+43.1% | $4,952+62.5% | $4,741+69.7% |
| Participant deferral / active EE | $394 | $6,447-93.9% | $5,638-93.0% | $6,401-93.8% |
| Admin fee / account holder | $144 | $18,094-99.2% | $14,677-99.0% | $11,429-98.7% |