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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 | $790 | $58,234-98.6% | $81,783-99.0% | $80,874-99.0% |
| Participation rate | 56.6% | 63.4%-6.8pp | 72.4%-15.8pp | 67.6%-11.0pp |
| Annual return | 13.17% | 41.70%-28.5pp | 775.05%-761.9pp | 35.62%-22.4pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $259 | $3,283-92.1% | $4,320-94.0% | $4,297-94.0% |
| Admin fee / account holder | $120 | $4,982-97.6% | $7,380-98.4% | $6,935-98.3% |