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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 | $845 | $48,327-98.3% | $67,575-98.7% | $80,935-99.0% |
| Participation rate | 20.2% | 66.4%-46.2pp | 72.9%-52.7pp | 67.7%-47.4pp |
| Annual return | 15.35% | 18.31%-3.0pp | 3528.98%-3513.6pp | 35.66%-20.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $37 | $2,927-98.7% | $4,003-99.1% | $4,299-99.1% |
| Admin fee / account holder | $0 | $3,692-100.0% | $3,993-100.0% | $6,924-100.0% |