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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 | $7,787 | $91,179-91.5% | $178,499-95.6% | $79,852-90.2% |
| Participation rate | 31.0% | 69.2%-38.2pp | 81.9%-50.9pp | 69.6%-38.6pp |
| Annual return | 39.35% | 24.19%+15.2pp | 151.10%-111.8pp | 31.72%+7.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $575 | $3,236-82.2% | $5,202-88.9% | $3,740-84.6% |
| Admin fee / account holder | $226 | $6,749-96.7% | $13,986-98.4% | $5,306-95.7% |