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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 | $13,529 | $154,228-91.2% | $145,433-90.7% | $137,256-90.1% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 22.49% | 74.59%-52.1pp | 66.58%-44.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $905 | $4,804-81.2% | $4,554-80.1% | $4,156-78.2% |
| Participant deferral / active EE | $2,048 | $8,216-75.1% | $7,897-74.1% | $6,407-68.0% |
| Admin fee / account holder | $71 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |