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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 | $616 | $76,407-99.2% | $150,298-99.6% | $82,448-99.3% |
| Participation rate | 61.1% | 66.4%-5.3pp | 77.8%-16.6pp | 68.1%-7.0pp |
| Annual return | 59.55% | 39.99%+19.6pp | 62.79%-3.2pp | 41.64%+17.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $328 | $3,214-89.8% | $5,453-94.0% | $4,139-92.1% |
| Admin fee / account holder | $18 | $6,352-99.7% | $14,116-99.9% | $7,234-99.7% |