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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 | $14,825 | $165,361-91.0% | $149,715-90.1% | $158,950-90.7% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 35.50% | 348.24%-312.7pp | 276.66%-241.2pp | 302.91%-267.4pp |
| Employer contribution / active EE | $1,293 | $5,103-74.7% | $4,645-72.2% | $4,762-72.8% |
| Participant deferral / active EE | $1,752 | $7,182-75.6% | $6,842-74.4% | $5,983-70.7% |
| Admin fee / account holder | $38 | $10,808-99.6% | $9,310-99.6% | $11,248-99.7% |