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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 | $3,043 | $55,889-94.6% | $76,119-96.0% | $80,935-96.2% |
| Participation rate | 67.6% | 62.1%+5.6pp | 69.1%-1.4pp | 67.7%0pp |
| Annual return | 12.49% | 20.58%-8.1pp | 361.25%-348.8pp | 35.66%-23.2pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $407 | $3,051-86.7% | $4,259-90.4% | $4,299-90.5% |
| Admin fee / account holder | $46 | $5,241-99.1% | $6,421-99.3% | $6,924-99.3% |