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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 | $592 | $57,073-99.0% | $85,126-99.3% | $80,925-99.3% |
| Participation rate | 57.6% | 56.4%+1.2pp | 67.5%-9.9pp | 67.7%-10.1pp |
| Annual return | 10.76% | 21.69%-10.9pp | 66.63%-55.9pp | 35.65%-24.9pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $144 | $3,113-95.4% | $4,523-96.8% | $4,299-96.7% |
| Admin fee / account holder | $108 | $4,988-97.8% | $6,160-98.3% | $6,940-98.4% |