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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 | $1,269 | $99,053-98.7% | $88,179-98.6% | $138,895-99.1% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.1%-6.6pp | 79.9%-17.4pp |
| Annual return | 21.37% | 78.17%-56.8pp | 64.97%-43.6pp | 145.39%-124.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $317 | $5,225-93.9% | $4,614-93.1% | $6,396-95.0% |
| Admin fee / account holder | $120 | $8,748-98.6% | $7,673-98.4% | $12,562-99.0% |