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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 | $76,834-98.3% | $108,359-98.8% | $87,485-98.5% |
| Participation rate | 60.5% | 61.7%-1.2pp | 70.1%-9.6pp | 68.9%-8.4pp |
| Annual return | 42.71% | 19.09%+23.6pp | 36.89%+5.8pp | 26.06%+16.7pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $572 | $3,100-81.6% | $4,137-86.2% | $4,274-86.6% |
| Admin fee / account holder | $9 | $6,537-99.9% | $9,741-99.9% | $7,775-99.9% |