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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 | $825 | $80,705-99.0% | $115,768-99.3% | $67,986-98.8% |
| Participation rate | 6.0% | 63.0%-57.0pp | 74.4%-68.4pp | 57.2%-51.2pp |
| Annual return | 20.86% | 18.49%+2.4pp | 100.46%-79.6pp | 31.67%-10.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $35 | $3,559-99.0% | $4,917-99.3% | $3,358-99.0% |
| Admin fee / account holder | $75 | $4,135-98.2% | $12,439-99.4% | $3,203-97.6% |