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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 | $704 | $138,393-99.5% | $184,256-99.6% | $80,959-99.1% |
| Participation rate | 61.9% | 83.9%-22.0pp | 86.8%-24.9pp | 67.7%-5.8pp |
| Annual return | 14.84% | 20.01%-5.2pp | 28.85%-14.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $334 | $7,076-95.3% | $9,133-96.3% | $4,300-92.2% |
| Admin fee / account holder | $1 | $10,489-100.0% | $13,899-100.0% | $6,925-100.0% |