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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 | $19,410 | $135,956-85.7% | $123,894-84.3% | $273,972-92.9% |
| Participation rate | 44.4% | 84.1%-39.6pp | 81.4%-37.0pp | 83.0%-38.6pp |
| Annual return | 8.57% | 56.63%-48.1pp | 47.52%-39.0pp | 41.46%-32.9pp |
| Employer contribution / active EE | $840 | $5,170-83.7% | $4,617-81.8% | $4,869-82.7% |
| Participant deferral / active EE | $1,117 | $6,343-82.4% | $5,984-81.3% | $5,287-78.9% |
| Admin fee / account holder | $126 | $9,817-98.7% | $8,357-98.5% | $10,133-98.8% |