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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 | $12,154 | $210,510-94.2% | $153,500-92.1% | $145,877-91.7% |
| Participation rate | 16.7% | 82.1%-65.5pp | 77.1%-60.4pp | 80.3%-63.6pp |
| Annual return | 15.51% | 13.45%+2.1pp | 15.70%-0.2pp | 551.28%-535.8pp |
| Employer contribution / active EE | $0 | $6,052-100.0% | $5,039-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,618 | $7,974-79.7% | $6,756-76.0% | $6,691-75.8% |
| Admin fee / account holder | $0 | $19,455-100.0% | $12,736-100.0% | $13,402-100.0% |