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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 | $523 | $63,809-99.2% | $81,353-99.4% | $80,935-99.4% |
| Participation rate | 48.1% | 63.9%-15.8pp | 69.5%-21.5pp | 67.7%-19.6pp |
| Annual return | 17.80% | 16.37%+1.4pp | 24.82%-7.0pp | 35.66%-17.9pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $95 | $3,093-96.9% | $3,885-97.6% | $4,299-97.8% |
| Admin fee / account holder | $0 | $5,686-100.0% | $5,766-100.0% | $6,924-100.0% |