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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 | $896 | $77,908-98.9% | $149,696-99.4% | $75,173-98.8% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 34.01% | 31.73%+2.3pp | 134.46%-100.4pp | 160.72%-126.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $540 | $3,411-84.2% | $5,682-90.5% | $4,126-86.9% |
| Admin fee / account holder | $87 | $5,950-98.5% | $13,212-99.3% | $5,651-98.5% |