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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 | $1,208 | $57,590-97.9% | $86,233-98.6% | $82,448-98.5% |
| Participation rate | 48.3% | 57.9%-9.6pp | 69.0%-20.7pp | 68.1%-19.8pp |
| Annual return | 45.17% | 22.41%+22.8pp | 61.39%-16.2pp | 41.64%+3.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $493 | $3,080-84.0% | $4,559-89.2% | $4,139-88.1% |
| Admin fee / account holder | $76 | $4,730-98.4% | $8,342-99.1% | $7,234-99.0% |