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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 | $162,136-93.3% | $152,301-92.8% | $154,746-92.9% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 23.41% | 91.02%-67.6pp | 80.50%-57.1pp | 172.34%-148.9pp |
| Employer contribution / active EE | $1,397 | $4,890-71.4% | $4,624-69.8% | $4,379-68.1% |
| Participant deferral / active EE | $1,807 | $8,341-78.3% | $8,004-77.4% | $6,730-73.2% |
| Admin fee / account holder | $97 | $15,759-99.4% | $14,398-99.3% | $14,365-99.3% |