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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 | $965 | $125,797-99.2% | $170,028-99.4% | $75,181-98.7% |
| Participation rate | 51.7% | 83.6%-31.9pp | 87.0%-35.3pp | 67.2%-15.5pp |
| Annual return | 37.32% | 27.20%+10.1pp | 53.39%-16.1pp | 160.69%-123.4pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,788-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $480 | $6,838-93.0% | $10,409-95.4% | $4,126-88.4% |
| Admin fee / account holder | $80 | $8,177-99.0% | $12,820-99.4% | $5,650-98.6% |