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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 | $933 | $51,638-98.2% | $68,368-98.6% | $82,448-98.9% |
| Participation rate | 36.2% | 63.6%-27.4pp | 73.8%-37.5pp | 68.1%-31.9pp |
| Annual return | 38.64% | 37.53%+1.1pp | 292.57%-253.9pp | 41.64%-3.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $232 | $2,914-92.0% | $4,123-94.4% | $4,139-94.4% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |