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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 | $13,243 | $117,904-88.8% | $102,457-87.1% | $145,978-90.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 14.26% | 31.80%-17.5pp | 29.41%-15.1pp | 550.52%-536.3pp |
| Employer contribution / active EE | $1,223 | $3,613-66.1% | $3,022-59.5% | $4,662-73.8% |
| Participant deferral / active EE | $1,226 | $5,733-78.6% | $5,054-75.7% | $6,690-81.7% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |