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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 | $864 | $49,976-98.3% | $66,674-98.7% | $82,637-99.0% |
| Participation rate | 64.5% | 63.1%+1.4pp | 73.7%-9.2pp | 68.1%-3.5pp |
| Annual return | 30.64% | 39.09%-8.5pp | 321.24%-290.6pp | 53.51%-22.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $289 | $2,847-89.8% | $4,084-92.9% | $4,126-93.0% |
| Admin fee / account holder | $77 | $4,594-98.3% | $5,098-98.5% | $7,339-98.9% |