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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 | $891 | $51,207-98.3% | $70,565-98.7% | $75,177-98.8% |
| Participation rate | 54.7% | 61.0%-6.3pp | 68.4%-13.7pp | 67.2%-12.5pp |
| Annual return | 0.00% | 30.05%-30.1pp | 32.79%-32.8pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $499 | $2,850-82.5% | $4,568-89.1% | $4,126-87.9% |
| Admin fee / account holder | $64 | $4,097-98.4% | $6,430-99.0% | $5,651-98.9% |