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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 | $7,936 | $182,442-95.7% | $163,379-95.1% | $138,895-94.3% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.8%-7.6pp | 79.9%-10.7pp |
| Annual return | 24.75% | 72.74%-48.0pp | 63.41%-38.7pp | 145.39%-120.6pp |
| Employer contribution / active EE | $679 | $4,159-83.7% | $3,752-81.9% | $4,194-83.8% |
| Participant deferral / active EE | $1,030 | $6,817-84.9% | $6,282-83.6% | $6,396-83.9% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |