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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 | $10,943 | $154,228-92.9% | $145,433-92.5% | $137,256-92.0% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 23.41% | 74.59%-51.2pp | 66.58%-43.2pp | 220.34%-196.9pp |
| Employer contribution / active EE | $1,397 | $4,804-70.9% | $4,554-69.3% | $4,156-66.4% |
| Participant deferral / active EE | $1,807 | $8,216-78.0% | $7,897-77.1% | $6,407-71.8% |
| Admin fee / account holder | $97 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |