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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 | $58,241-98.6% | $81,780-99.0% | $80,911-99.0% |
| Participation rate | 56.6% | 63.4%-6.8pp | 72.4%-15.8pp | 67.6%-11.0pp |
| Annual return | 13.17% | 41.73%-28.6pp | 776.27%-763.1pp | 35.63%-22.5pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $259 | $3,283-92.1% | $4,321-94.0% | $4,297-94.0% |
| Admin fee / account holder | $120 | $4,973-97.6% | $7,384-98.4% | $6,935-98.3% |