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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 | $858 | $110,212-99.2% | $96,534-99.1% | $139,466-99.4% |
| Participation rate | 62.5% | 78.1%-15.6pp | 76.0%-13.5pp | 80.3%-17.8pp |
| Annual return | 33.77% | 26.42%+7.4pp | 25.88%+7.9pp | 373.66%-339.9pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $423 | $5,547-92.4% | $4,851-91.3% | $6,712-93.7% |
| Admin fee / account holder | $10 | $11,599-99.9% | $8,253-99.9% | $11,409-99.9% |