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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 | $392 | $52,682-99.3% | $78,004-99.5% | $64,097-99.4% |
| Participation rate | 50.3% | 47.7%+2.6pp | 69.4%-19.1pp | 55.2%-4.9pp |
| Annual return | 18.58% | 22.45%-3.9pp | 31.07%-12.5pp | 34.64%-16.1pp |
| Employer contribution / active EE | $0 | $1,323-100.0% | $2,469-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $146 | $2,346-93.8% | $4,092-96.4% | $3,080-95.3% |
| Admin fee / account holder | $37 | $5,420-99.3% | $7,578-99.5% | $3,454-98.9% |