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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 | $834 | $37,446-97.8% | $77,513-98.9% | $79,852-99.0% |
| Participation rate | 47.2% | 41.5%+5.7pp | 54.2%-7.0pp | 69.6%-22.4pp |
| Annual return | 41.02% | 39.76%+1.3pp | 54.81%-13.8pp | 31.72%+9.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $224 | $1,261-82.3% | $1,861-88.0% | $3,740-94.0% |
| Admin fee / account holder | $3 | $2,506-99.9% | $2,859-99.9% | $5,306-99.9% |