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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 | $1,512 | $124,425-98.8% | $112,040-98.7% | $137,256-98.9% |
| Participation rate | 53.3% | 79.3%-26.0pp | 76.5%-23.2pp | 80.0%-26.6pp |
| Annual return | 40.93% | 24.72%+16.2pp | 24.52%+16.4pp | 220.34%-179.4pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $505 | $5,718-91.2% | $5,098-90.1% | $6,407-92.1% |
| Admin fee / account holder | $2 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |