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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 | $717 | $84,953-99.2% | $163,379-99.6% | $82,637-99.1% |
| Participation rate | 62.5% | 65.9%-3.4pp | 76.8%-14.3pp | 68.1%-5.6pp |
| Annual return | 0.00% | 23.07%-23.1pp | 63.41%-63.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $649 | $4,326-85.0% | $6,282-89.7% | $4,126-84.3% |
| Admin fee / account holder | $136 | $7,921-98.3% | $9,818-98.6% | $7,339-98.1% |