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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 | $900 | $91,439-99.0% | $135,974-99.3% | $71,511-98.7% |
| Participation rate | 39.3% | 75.7%-36.4pp | 81.9%-42.7pp | 67.9%-28.7pp |
| Annual return | 31.73% | 29.90%+1.8pp | 68.30%-36.6pp | 28.86%+2.9pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $252 | $7,093-96.4% | $7,760-96.7% | $4,291-94.1% |
| Admin fee / account holder | $14 | $1,267-98.9% | $10,767-99.9% | $1,588-99.1% |