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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 | $1,220 | $52,580-97.7% | $71,671-98.3% | $70,126-98.3% |
| Participation rate | 67.2% | 60.9%+6.3pp | 68.7%-1.6pp | 69.5%-2.4pp |
| Annual return | 48.33% | 20.25%+28.1pp | 20.65%+27.7pp | 73.15%-24.8pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $823 | $2,386-65.5% | $3,438-76.1% | $3,332-75.3% |
| Admin fee / account holder | $21 | $3,653-99.4% | $5,558-99.6% | $4,645-99.5% |