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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 | $25,901 | $176,838-85.4% | $146,685-82.3% | $167,518-84.5% |
| Participation rate | 40.0% | 83.6%-43.6pp | 80.1%-40.1pp | 82.1%-42.1pp |
| Annual return | 14.71% | 24.04%-9.3pp | 22.75%-8.0pp | 478.71%-464.0pp |
| Employer contribution / active EE | $1,108 | $5,161-78.5% | $4,137-73.2% | $4,838-77.1% |
| Participant deferral / active EE | $1,667 | $6,441-74.1% | $5,507-69.7% | $6,342-73.7% |
| Admin fee / account holder | $27 | $13,262-99.8% | $10,281-99.7% | $12,312-99.8% |