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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 | $1,436 | $65,084-97.8% | $67,681-97.9% | $64,340-97.8% |
| Participation rate | 65.5% | 66.7%-1.3pp | 73.7%-8.3pp | 55.2%+10.2pp |
| Annual return | 24.85% | 20.50%+4.3pp | 590.58%-565.7pp | 24.14%+0.7pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $325 | $3,210-89.9% | $3,976-91.8% | $2,980-89.1% |
| Admin fee / account holder | $15 | $1,415-99.0% | $6,100-99.8% | $3,703-99.6% |