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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 | $1,659 | $81,358-98.0% | $155,556-98.9% | $80,959-98.0% |
| Participation rate | 63.3% | 66.3%-3.0pp | 78.2%-15.0pp | 67.7%-4.4pp |
| Annual return | 12.33% | 33.39%-21.1pp | 64.84%-52.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $516 | $3,455-85.1% | $5,631-90.8% | $4,300-88.0% |
| Admin fee / account holder | $24 | $7,994-99.7% | $15,885-99.8% | $6,925-99.7% |