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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 | $391 | $77,920-99.5% | $149,723-99.7% | $75,177-99.5% |
| Participation rate | 69.7% | 65.6%+4.1pp | 78.8%-9.1pp | 67.2%+2.5pp |
| Annual return | 31.65% | 31.72%-0.1pp | 134.50%-102.8pp | 160.75%-129.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $222 | $3,411-93.5% | $5,682-96.1% | $4,126-94.6% |
| Admin fee / account holder | $3 | $5,951-99.9% | $13,215-100.0% | $5,651-99.9% |