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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 | $803 | $81,358-99.0% | $155,556-99.5% | $80,959-99.0% |
| Participation rate | 32.8% | 66.3%-33.4pp | 78.2%-45.4pp | 67.7%-34.8pp |
| Annual return | 20.06% | 33.39%-13.3pp | 64.84%-44.8pp | 35.67%-15.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $191 | $3,455-94.5% | $5,631-96.6% | $4,300-95.6% |
| Admin fee / account holder | $10 | $7,994-99.9% | $15,885-99.9% | $6,925-99.9% |