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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 | $696 | $58,627-98.8% | $76,735-99.1% | $82,448-99.2% |
| Participation rate | 51.1% | 63.2%-12.2pp | 69.5%-18.4pp | 68.1%-17.0pp |
| Annual return | 29.02% | 39.10%-10.1pp | 29.77%-0.8pp | 41.64%-12.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $185 | $3,134-94.1% | $4,088-95.5% | $4,139-95.5% |
| Admin fee / account holder | $0 | $5,323-100.0% | $7,189-100.0% | $7,234-100.0% |