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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 | $12,987 | $154,228-91.6% | $145,433-91.1% | $137,256-90.5% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 15.73% | 74.59%-58.9pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $971 | $4,804-79.8% | $4,554-78.7% | $4,156-76.6% |
| Participant deferral / active EE | $971 | $8,216-88.2% | $7,897-87.7% | $6,407-84.9% |
| Admin fee / account holder | $5 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |