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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 | $778 | $63,354-98.8% | $94,105-99.2% | $82,637-99.1% |
| Participation rate | 44.1% | 63.8%-19.7pp | 71.9%-27.8pp | 68.1%-23.9pp |
| Annual return | 32.97% | 34.36%-1.4pp | 204.55%-171.6pp | 53.51%-20.5pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $189 | $2,873-93.4% | $3,881-95.1% | $4,126-95.4% |
| Admin fee / account holder | $55 | $5,073-98.9% | $6,199-99.1% | $7,339-99.3% |