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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 | $736 | $73,978-99.0% | $96,515-99.2% | $75,173-99.0% |
| Participation rate | 65.7% | 66.4%-0.7pp | 74.3%-8.6pp | 67.2%-1.5pp |
| Annual return | 0.00% | 26.72%-26.7pp | 35.73%-35.7pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $580 | $3,660-84.2% | $4,880-88.1% | $4,126-86.0% |
| Admin fee / account holder | $19 | $5,219-99.6% | $6,735-99.7% | $5,651-99.7% |