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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 | $1,679 | $51,207-96.7% | $70,565-97.6% | $75,177-97.8% |
| Participation rate | 58.1% | 61.0%-2.9pp | 68.4%-10.2pp | 67.2%-9.1pp |
| Annual return | 67.79% | 30.05%+37.7pp | 32.79%+35.0pp | 160.75%-93.0pp |
| Employer contribution / active EE | $454 | $1,826-75.1% | $2,976-84.7% | $2,671-83.0% |
| Participant deferral / active EE | $530 | $2,850-81.4% | $4,568-88.4% | $4,126-87.2% |
| Admin fee / account holder | $101 | $4,097-97.5% | $6,430-98.4% | $5,651-98.2% |