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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 | $2,999 | $57,590-94.8% | $86,233-96.5% | $82,448-96.4% |
| Participation rate | 67.5% | 57.9%+9.6pp | 69.0%-1.5pp | 68.1%-0.6pp |
| Annual return | 24.24% | 22.41%+1.8pp | 61.39%-37.1pp | 41.64%-17.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $500 | $3,080-83.8% | $4,559-89.0% | $4,139-87.9% |
| Admin fee / account holder | $8 | $4,730-99.8% | $8,342-99.9% | $7,234-99.9% |