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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 | $2,081 | $110,307-98.1% | $96,576-97.8% | $139,456-98.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 30.57% | 26.40%+4.2pp | 25.87%+4.7pp | 373.45%-342.9pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $961 | $5,547-82.7% | $4,851-80.2% | $6,711-85.7% |
| Admin fee / account holder | $132 | $11,597-98.9% | $8,253-98.4% | $11,407-98.8% |