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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 | $855 | $51,202-98.3% | $70,548-98.8% | $75,181-98.9% |
| Participation rate | 42.1% | 61.0%-18.8pp | 68.3%-26.2pp | 67.2%-25.1pp |
| Annual return | 59.34% | 30.05%+29.3pp | 32.78%+26.6pp | 160.69%-101.3pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $359 | $2,850-87.4% | $4,567-92.1% | $4,126-91.3% |
| Admin fee / account holder | $35 | $4,094-99.1% | $6,424-99.4% | $5,650-99.4% |