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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 | $949 | $80,781-98.8% | $102,437-99.1% | $74,478-98.7% |
| Participation rate | 36.4% | 65.7%-29.3pp | 74.5%-38.1pp | 67.2%-30.9pp |
| Annual return | 14.26% | 27.58%-13.3pp | 24.95%-10.7pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,871-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $169 | $3,862-95.6% | $5,060-96.7% | $4,350-96.1% |
| Admin fee / account holder | $137 | $2,372-94.2% | $8,388-98.4% | $1,946-93.0% |