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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 | $997 | $75,541-98.7% | $152,093-99.3% | $82,637-98.8% |
| Participation rate | 68.5% | 66.5%+1.9pp | 77.8%-9.3pp | 68.1%+0.4pp |
| Annual return | 42.56% | 32.56%+10.0pp | 66.36%-23.8pp | 53.51%-10.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $636 | $3,206-80.2% | $5,451-88.3% | $4,126-84.6% |
| Admin fee / account holder | $83 | $6,405-98.7% | $14,497-99.4% | $7,339-98.9% |