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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 | $564 | $88,672-99.4% | $105,223-99.5% | $82,448-99.3% |
| Participation rate | 59.5% | 67.9%-8.4pp | 75.0%-15.5pp | 68.1%-8.5pp |
| Annual return | 16.85% | 30.86%-14.0pp | 180.65%-163.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $341 | $4,036-91.5% | $5,072-93.3% | $4,139-91.8% |
| Admin fee / account holder | $218 | $7,146-97.0% | $8,859-97.5% | $7,234-97.0% |