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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 | $713 | $73,940-99.0% | $96,496-99.3% | $75,173-99.1% |
| Participation rate | 36.1% | 66.4%-30.3pp | 74.3%-38.2pp | 67.2%-31.1pp |
| Annual return | 20.97% | 26.71%-5.7pp | 35.70%-14.7pp | 160.65%-139.7pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $3,738-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $204 | $3,659-94.4% | $4,879-95.8% | $4,126-95.1% |
| Admin fee / account holder | $25 | $5,216-99.5% | $6,731-99.6% | $5,651-99.6% |