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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 | $608 | $57,140-98.9% | $85,240-99.3% | $80,959-99.2% |
| Participation rate | 67.9% | 56.4%+11.5pp | 67.5%+0.4pp | 67.7%+0.2pp |
| Annual return | 12.27% | 21.71%-9.4pp | 66.75%-54.5pp | 35.67%-23.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $297 | $3,115-90.5% | $4,527-93.4% | $4,300-93.1% |
| Admin fee / account holder | $102 | $4,992-98.0% | $6,165-98.4% | $6,925-98.5% |