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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 | $14,261 | $111,301-87.2% | $112,977-87.4% | $158,982-91.0% |
| Participation rate | 37.5% | 83.5%-46.0pp | 82.6%-45.1pp | 82.0%-44.5pp |
| Annual return | 37.39% | 26.40%+11.0pp | 24.24%+13.1pp | 302.99%-265.6pp |
| Employer contribution / active EE | $1,225 | $4,471-72.6% | $4,255-71.2% | $4,763-74.3% |
| Participant deferral / active EE | $1,661 | $5,880-71.7% | $5,836-71.5% | $5,983-72.2% |
| Admin fee / account holder | $38 | $8,392-99.5% | $6,294-99.4% | $11,252-99.7% |