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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 | $600 | $59,123-99.0% | $77,183-99.2% | $75,181-99.2% |
| Participation rate | 69.7% | 63.9%+5.8pp | 69.6%+0.1pp | 67.2%+2.5pp |
| Annual return | 29.86% | 26.72%+3.1pp | 37.89%-8.0pp | 160.69%-130.8pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $534 | $2,999-82.2% | $3,833-86.1% | $4,126-87.0% |
| Admin fee / account holder | $86 | $4,776-98.2% | $5,475-98.4% | $5,650-98.5% |