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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 | $749 | $57,590-98.7% | $86,233-99.1% | $82,448-99.1% |
| Participation rate | 67.5% | 57.9%+9.6pp | 69.0%-1.5pp | 68.1%-0.6pp |
| Annual return | 0.00% | 22.41%-22.4pp | 61.39%-61.4pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $448 | $3,080-85.5% | $4,559-90.2% | $4,139-89.2% |
| Admin fee / account holder | $1 | $4,730-100.0% | $8,342-100.0% | $7,234-100.0% |