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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 | $1,301 | $77,574-98.3% | $108,753-98.8% | $86,983-98.5% |
| Participation rate | 60.5% | 62.3%-1.8pp | 71.1%-10.6pp | 69.5%-9.0pp |
| Annual return | 42.71% | 18.42%+24.3pp | 37.47%+5.2pp | 25.83%+16.9pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $572 | $3,128-81.7% | $4,115-86.1% | $4,194-86.4% |
| Admin fee / account holder | $9 | $6,529-99.9% | $10,320-99.9% | $7,856-99.9% |