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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 | $564 | $61,166-99.1% | $185,849-99.7% | $79,391-99.3% |
| Participation rate | 64.9% | 66.6%-1.7pp | 81.7%-16.8pp | 70.7%-5.8pp |
| Annual return | 22.49% | 19.45%+3.0pp | 122.10%-99.6pp | 116.88%-94.4pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $347 | $2,789-87.5% | $5,569-93.8% | $4,046-91.4% |
| Admin fee / account holder | $31 | $710-95.7% | $16,244-99.8% | $627-95.1% |