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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 | $738 | $71,230-99.0% | $93,727-99.2% | $80,959-99.1% |
| Participation rate | 65.8% | 60.4%+5.4pp | 68.7%-2.9pp | 67.7%-1.9pp |
| Annual return | 15.75% | 11.26%+4.5pp | 133.83%-118.1pp | 35.67%-19.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $338 | $4,037-91.6% | $4,417-92.4% | $4,300-92.1% |
| Admin fee / account holder | $9 | $6,961-99.9% | $8,292-99.9% | $6,925-99.9% |