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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 | $18,136 | $228,352-92.1% | $185,835-90.2% | $158,966-88.6% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 21.18% | 40.81%-19.6pp | 35.96%-14.8pp | 302.95%-281.8pp |
| Employer contribution / active EE | $583 | $4,967-88.3% | $4,087-85.7% | $4,762-87.8% |
| Participant deferral / active EE | $737 | $6,416-88.5% | $5,633-86.9% | $5,983-87.7% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |