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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 | $530 | $93,586-99.4% | $135,925-99.6% | $75,173-99.3% |
| Participation rate | 61.8% | 75.2%-13.4pp | 81.9%-20.1pp | 67.2%-5.4pp |
| Annual return | 34.58% | 30.90%+3.7pp | 68.25%-33.7pp | 160.65%-126.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,857-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $547 | $6,405-91.5% | $7,759-93.0% | $4,126-86.8% |
| Admin fee / account holder | $138 | $6,977-98.0% | $10,764-98.7% | $5,651-97.6% |