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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 | $807 | $46,534-98.3% | $64,097-98.7% | $75,177-98.9% |
| Participation rate | 28.0% | 65.9%-37.9pp | 72.3%-44.3pp | 67.2%-39.2pp |
| Annual return | 47.33% | 26.07%+21.3pp | 33.75%+13.6pp | 160.75%-113.4pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $192 | $2,835-93.2% | $3,881-95.0% | $4,126-95.3% |
| Admin fee / account holder | $1 | $2,957-100.0% | $3,070-100.0% | $5,651-100.0% |