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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 | $591 | $81,358-99.3% | $155,556-99.6% | $80,959-99.3% |
| Participation rate | 47.6% | 66.3%-18.6pp | 78.2%-30.6pp | 67.7%-20.0pp |
| Annual return | 19.82% | 33.39%-13.6pp | 64.84%-45.0pp | 35.67%-15.9pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $242 | $3,455-93.0% | $5,631-95.7% | $4,300-94.4% |
| Admin fee / account holder | $216 | $7,994-97.3% | $15,885-98.6% | $6,925-96.9% |