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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 | $793 | $57,590-98.6% | $86,233-99.1% | $82,448-99.0% |
| Participation rate | 60.0% | 57.9%+2.1pp | 69.0%-9.0pp | 68.1%-8.1pp |
| Annual return | 19.57% | 22.41%-2.8pp | 61.39%-41.8pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $272 | $3,080-91.2% | $4,559-94.0% | $4,139-93.4% |
| Admin fee / account holder | $146 | $4,730-96.9% | $8,342-98.2% | $7,234-98.0% |