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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 | $879 | $74,535-98.8% | $100,712-99.1% | $82,637-98.9% |
| Participation rate | 30.6% | 61.2%-30.6pp | 69.3%-38.7pp | 68.1%-37.4pp |
| Annual return | 0.00% | 18.92%-18.9pp | 33.27%-33.3pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $361 | $3,074-88.3% | $4,085-91.2% | $4,126-91.3% |
| Admin fee / account holder | $90 | $6,576-98.6% | $9,256-99.0% | $7,339-98.8% |