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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 | $1,897 | $87,878-97.8% | $97,411-98.1% | $82,637-97.7% |
| Participation rate | 65.5% | 75.6%-10.1pp | 80.4%-14.9pp | 68.1%-2.5pp |
| Annual return | 36.43% | 54.63%-18.2pp | 34.72%+1.7pp | 53.51%-17.1pp |
| Employer contribution / active EE | $0 | $3,800-100.0% | $4,210-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $653 | $5,525-88.2% | $5,886-88.9% | $4,126-84.2% |
| Admin fee / account holder | $0 | $6,743-100.0% | $7,145-100.0% | $7,339-100.0% |