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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 | $1,310 | $106,974-98.8% | $90,796-98.6% | $138,895-99.1% |
| Participation rate | 62.5% | 74.9%-12.4pp | 69.5%-7.0pp | 79.9%-17.4pp |
| Annual return | 37.11% | 20.10%+17.0pp | 19.29%+17.8pp | 145.39%-108.3pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $590 | $4,455-86.8% | $3,822-84.6% | $6,396-90.8% |
| Admin fee / account holder | $182 | $8,626-97.9% | $7,024-97.4% | $12,562-98.6% |