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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 | $1,349 | $103,164-98.7% | $90,259-98.5% | $154,746-99.1% |
| Participation rate | 57.1% | 76.1%-18.9pp | 70.7%-13.6pp | 80.7%-23.6pp |
| Annual return | 29.78% | 19.25%+10.5pp | 18.88%+10.9pp | 172.34%-142.6pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $494 | $4,422-88.8% | $3,827-87.1% | $6,730-92.7% |
| Admin fee / account holder | $71 | $8,593-99.2% | $7,267-99.0% | $14,365-99.5% |