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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 | $877 | $106,247-99.2% | $96,515-99.1% | $139,466-99.4% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 64.94% | 38.47%+26.5pp | 35.73%+29.2pp | 373.66%-308.7pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $655 | $5,456-88.0% | $4,880-86.6% | $6,712-90.2% |
| Admin fee / account holder | $71 | $7,885-99.1% | $6,735-98.9% | $11,409-99.4% |