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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 | $2,443 | $77,896-96.9% | $134,172-98.2% | $82,448-97.0% |
| Participation rate | 68.8% | 62.8%+6.0pp | 72.5%-3.7pp | 68.1%+0.7pp |
| Annual return | 29.00% | 18.21%+10.8pp | 25.30%+3.7pp | 41.64%-12.6pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $771 | $3,162-75.6% | $4,690-83.6% | $4,139-81.4% |
| Admin fee / account holder | $129 | $6,336-98.0% | $12,016-98.9% | $7,234-98.2% |