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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $345,997 | $223,143+55.1% | $209,859+64.9% | $237,064+46.0% |
| Participation rate | 30.8% | 54.7%-23.9pp | 42.7%-11.9pp | 45.6%-14.9pp |
| Annual return | 5.24% | 4.44%+0.8pp | 4.16%+1.1pp | 4.16%+1.1pp |
| Employer contribution / active EE | $12,692 | $38,002-66.6% | $29,966-57.6% | $42,918-70.4% |
| Participant deferral / active EE | $0 | $147-100.0% | $145-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,395-100.0% | $13,952-100.0% | $21,465-100.0% |