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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 | $73,988-99.0% | $96,538-99.3% | $75,177-99.1% |
| Participation rate | 36.1% | 66.4%-30.3pp | 74.3%-38.2pp | 67.2%-31.1pp |
| Annual return | 20.97% | 26.73%-5.8pp | 35.74%-14.8pp | 160.75%-139.8pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $204 | $3,660-94.4% | $4,880-95.8% | $4,126-95.1% |
| Admin fee / account holder | $25 | $5,220-99.5% | $6,737-99.6% | $5,651-99.6% |