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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 | $818 | $93,598-99.1% | $135,974-99.4% | $75,173-98.9% |
| Participation rate | 44.6% | 75.2%-30.6pp | 81.9%-37.3pp | 67.2%-22.6pp |
| Annual return | 47.71% | 30.89%+16.8pp | 68.30%-20.6pp | 160.72%-113.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $309 | $6,405-95.2% | $7,760-96.0% | $4,126-92.5% |
| Admin fee / account holder | $61 | $6,978-99.1% | $10,767-99.4% | $5,651-98.9% |