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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 | $1,204 | $75,541-98.4% | $152,093-99.2% | $82,637-98.5% |
| Participation rate | 69.7% | 66.5%+3.2pp | 77.8%-8.1pp | 68.1%+1.6pp |
| Annual return | 24.16% | 32.56%-8.4pp | 66.36%-42.2pp | 53.51%-29.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $547 | $3,206-82.9% | $5,451-90.0% | $4,126-86.7% |
| Admin fee / account holder | $126 | $6,405-98.0% | $14,497-99.1% | $7,339-98.3% |