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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 | $756 | $37,446-98.0% | $77,552-99.0% | $79,856-99.1% |
| Participation rate | 34.1% | 41.5%-7.4pp | 54.2%-20.1pp | 69.6%-35.5pp |
| Annual return | 35.19% | 39.76%-4.6pp | 54.82%-19.6pp | 31.71%+3.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $111 | $1,261-91.2% | $1,861-94.0% | $3,741-97.0% |
| Admin fee / account holder | $2 | $2,506-99.9% | $2,859-99.9% | $5,306-100.0% |