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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 | $1,710 | $73,978-97.7% | $96,515-98.2% | $75,173-97.7% |
| Participation rate | 58.6% | 66.4%-7.8pp | 74.3%-15.7pp | 67.2%-8.6pp |
| Annual return | 35.19% | 26.72%+8.5pp | 35.73%-0.5pp | 160.72%-125.5pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $553 | $3,660-84.9% | $4,880-88.7% | $4,126-86.6% |
| Admin fee / account holder | $0 | $5,219-100.0% | $6,735-100.0% | $5,651-100.0% |