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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 | $2,952 | $78,690-96.2% | $161,489-98.2% | $87,485-96.6% |
| Participation rate | 67.4% | 67.5%0pp | 78.7%-11.3pp | 68.9%-1.5pp |
| Annual return | 25.70% | 32.74%-7.0pp | 89.72%-64.0pp | 26.06%-0.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $820 | $3,311-75.2% | $5,630-85.4% | $4,274-80.8% |
| Admin fee / account holder | $88 | $6,724-98.7% | $16,006-99.4% | $7,775-98.9% |