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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 | $22,527 | $185,856-87.9% | $170,028-86.8% | $139,456-83.8% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 17.56% | 60.52%-43.0pp | 53.39%-35.8pp | 373.45%-355.9pp |
| Employer contribution / active EE | $1,920 | $7,593-74.7% | $6,788-71.7% | $4,753-59.6% |
| Participant deferral / active EE | $1,920 | $11,623-83.5% | $10,409-81.6% | $6,711-71.4% |
| Admin fee / account holder | $75 | $15,387-99.5% | $12,820-99.4% | $11,407-99.3% |