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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 | $964 | $69,118-98.6% | $53,647-98.2% | $138,895-99.3% |
| Participation rate | 68.4% | 64.0%+4.4pp | 56.3%+12.1pp | 79.9%-11.5pp |
| Annual return | 29.26% | 248.26%-219.0pp | 358.33%-329.1pp | 145.39%-116.1pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $221 | $2,274-90.3% | $1,813-87.8% | $6,396-96.5% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |