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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 | $558 | $77,358-99.3% | $102,184-99.5% | $87,485-99.4% |
| Participation rate | 58.1% | 78.7%-20.6pp | 82.6%-24.5pp | 68.9%-10.9pp |
| Annual return | 0.00% | 41.11%-41.1pp | 31.58%-31.6pp | 26.06%-26.1pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $343 | $6,753-94.9% | $8,309-95.9% | $4,274-92.0% |
| Admin fee / account holder | $79 | $6,809-98.8% | $11,609-99.3% | $7,775-99.0% |