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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 | $19,320 | $201,370-90.4% | $184,256-89.5% | $145,897-86.8% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 13.68% | 29.05%-15.4pp | 28.85%-15.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,573 | $7,024-77.6% | $6,427-75.5% | $4,663-66.3% |
| Participant deferral / active EE | $3,098 | $9,808-68.4% | $9,133-66.1% | $6,689-53.7% |
| Admin fee / account holder | $62 | $16,364-99.6% | $13,899-99.6% | $13,390-99.5% |