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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 | $8,977 | $100,970-91.1% | $96,576-90.7% | $137,256-93.5% |
| Participation rate | 61.5% | 82.6%-21.1pp | 81.4%-19.9pp | 80.0%-18.4pp |
| Annual return | 19.14% | 38.16%-19.0pp | 38.47%-19.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $826 | $3,809-78.3% | $3,553-76.8% | $4,156-80.1% |
| Participant deferral / active EE | $1,128 | $8,286-86.4% | $7,956-85.8% | $6,407-82.4% |
| Admin fee / account holder | $214 | $11,312-98.1% | $11,381-98.1% | $12,270-98.3% |