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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 | $76,834-98.9% | $108,359-99.2% | $87,485-99.0% |
| Participation rate | 30.6% | 61.7%-31.1pp | 70.1%-39.5pp | 68.9%-38.3pp |
| Annual return | 0.00% | 19.09%-19.1pp | 36.89%-36.9pp | 26.06%-26.1pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $361 | $3,100-88.4% | $4,137-91.3% | $4,274-91.6% |
| Admin fee / account holder | $90 | $6,537-98.6% | $9,741-99.1% | $7,775-98.8% |