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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 | $326 | $45,087-99.3% | $69,483-99.5% | $72,976-99.6% |
| Participation rate | 56.3% | 68.5%-12.2pp | 74.6%-18.3pp | 69.5%-13.2pp |
| Annual return | 37.36% | 22.67%+14.7pp | 28.99%+8.4pp | 81.02%-43.7pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $165 | $2,603-93.7% | $3,537-95.3% | $3,608-95.4% |
| Admin fee / account holder | $1 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |