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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 | $776 | $146,267-99.5% | $197,124-99.6% | $82,448-99.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 86.7%-20.0pp | 68.1%-1.4pp |
| Annual return | 24.63% | 29.61%-5.0pp | 44.34%-19.7pp | 41.64%-17.0pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $293 | $7,035-95.8% | $9,135-96.8% | $4,139-92.9% |
| Admin fee / account holder | $140 | $14,422-99.0% | $16,298-99.1% | $7,234-98.1% |