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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 | $13,283 | $135,905-90.2% | $126,068-89.5% | $198,609-93.3% |
| Participation rate | 61.5% | 85.6%-24.1pp | 84.7%-23.2pp | 82.4%-20.8pp |
| Annual return | 24.83% | 14.07%+10.8pp | 15.01%+9.8pp | 202.70%-177.9pp |
| Employer contribution / active EE | $2,594 | $4,245-38.9% | $3,968-34.6% | $5,055-48.7% |
| Participant deferral / active EE | $3,437 | $8,523-59.7% | $8,214-58.2% | $6,977-50.7% |
| Admin fee / account holder | $0 | $21,036-100.0% | $18,264-100.0% | $19,030-100.0% |