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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 | $51,222-98.3% | $70,544-98.8% | $75,173-98.9% |
| Participation rate | 42.1% | 61.0%-18.9pp | 68.4%-26.2pp | 67.2%-25.1pp |
| Annual return | 59.34% | 30.06%+29.3pp | 32.79%+26.5pp | 160.72%-101.4pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $359 | $2,850-87.4% | $4,568-92.1% | $4,126-91.3% |
| Admin fee / account holder | $35 | $4,096-99.1% | $6,427-99.4% | $5,651-99.4% |