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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 | $14,358 | $156,398-90.8% | $147,318-90.3% | $138,895-89.7% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 17.06% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,623 | $4,853-66.5% | $4,593-64.7% | $4,194-61.3% |
| Participant deferral / active EE | $1,623 | $8,237-80.3% | $7,906-79.5% | $6,396-74.6% |
| Admin fee / account holder | $284 | $14,976-98.1% | $13,708-97.9% | $12,562-97.7% |