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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 | $12,537 | $178,174-93.0% | $156,181-92.0% | $137,256-90.9% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 17.64% | 84.19%-66.5pp | 64.87%-47.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,713 | $4,972-65.5% | $4,294-60.1% | $4,156-58.8% |
| Participant deferral / active EE | $1,926 | $6,888-72.0% | $6,132-68.6% | $6,407-69.9% |
| Admin fee / account holder | $151 | $17,404-99.1% | $14,586-99.0% | $12,270-98.8% |