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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 | $344 | $51,083-99.3% | $70,548-99.5% | $71,495-99.5% |
| Participation rate | 47.3% | 59.4%-12.1pp | 68.3%-21.0pp | 67.9%-20.6pp |
| Annual return | 0.00% | 42.64%-42.6pp | 32.78%-32.8pp | 28.85%-28.9pp |
| Employer contribution / active EE | $0 | $1,791-100.0% | $2,975-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $154 | $3,028-94.9% | $4,567-96.6% | $4,291-96.4% |
| Admin fee / account holder | $6 | $1,995-99.7% | $6,424-99.9% | $1,588-99.6% |