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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 | $798 | $59,123-98.6% | $77,183-99.0% | $75,181-98.9% |
| Participation rate | 43.8% | 63.9%-20.1pp | 69.6%-25.8pp | 67.2%-23.4pp |
| Annual return | 36.47% | 26.72%+9.8pp | 37.89%-1.4pp | 160.69%-124.2pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $239 | $2,999-92.0% | $3,833-93.8% | $4,126-94.2% |
| Admin fee / account holder | $12 | $4,776-99.8% | $5,475-99.8% | $5,650-99.8% |