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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 | $599 | $36,948-98.4% | $73,658-99.2% | $87,485-99.3% |
| Participation rate | 56.8% | 46.8%+10.0pp | 57.0%-0.2pp | 68.9%-12.1pp |
| Annual return | 25.73% | 28.64%-2.9pp | 29.72%-4.0pp | 26.06%-0.3pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $213 | $1,379-84.5% | $2,062-89.7% | $4,274-95.0% |
| Admin fee / account holder | $147 | $2,531-94.2% | $3,357-95.6% | $7,775-98.1% |