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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 | $298 | $106,524-99.7% | $152,301-99.8% | $87,485-99.7% |
| Participation rate | 58.5% | 75.8%-17.3pp | 82.4%-24.0pp | 68.9%-10.4pp |
| Annual return | 17.50% | 26.89%-9.4pp | 80.50%-63.0pp | 26.06%-8.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $125 | $6,525-98.1% | $8,004-98.4% | $4,274-97.1% |
| Admin fee / account holder | $137 | $8,287-98.3% | $14,398-99.1% | $7,775-98.2% |