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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 | $12,053 | $156,398-92.3% | $147,318-91.8% | $138,895-91.3% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 22.75% | 78.75%-56.0pp | 70.43%-47.7pp | 145.39%-122.6pp |
| Employer contribution / active EE | $1,240 | $4,853-74.4% | $4,593-73.0% | $4,194-70.4% |
| Participant deferral / active EE | $1,378 | $8,237-83.3% | $7,906-82.6% | $6,396-78.5% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |