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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 | $1,717 | $124,425-98.6% | $112,040-98.5% | $137,256-98.7% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 32.18% | 24.72%+7.5pp | 24.52%+7.7pp | 220.34%-188.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $740 | $5,718-87.1% | $5,098-85.5% | $6,407-88.4% |
| Admin fee / account holder | $5 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |