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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 | $571 | $71,215-99.2% | $93,696-99.4% | $80,935-99.3% |
| Participation rate | 55.6% | 60.4%-4.8pp | 68.7%-13.2pp | 67.7%-12.1pp |
| Annual return | 14.27% | 11.27%+3.0pp | 133.74%-119.5pp | 35.66%-21.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $169 | $4,037-95.8% | $4,417-96.2% | $4,299-96.1% |
| Admin fee / account holder | $71 | $6,958-99.0% | $8,287-99.1% | $6,924-99.0% |