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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 | $2,013 | $50,554-96.0% | $67,681-97.0% | $87,485-97.7% |
| Participation rate | 67.7% | 67.7%0pp | 73.7%-6.0pp | 68.9%-1.2pp |
| Annual return | 21.06% | 17.81%+3.2pp | 590.58%-569.5pp | 26.06%-5.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $422 | $2,961-85.7% | $3,976-89.4% | $4,274-90.1% |
| Admin fee / account holder | $74 | $4,132-98.2% | $6,100-98.8% | $7,775-99.1% |