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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 | $993 | $68,852-98.6% | $120,524-99.2% | $80,925-98.8% |
| Participation rate | 51.9% | 61.6%-9.8pp | 71.9%-20.1pp | 67.7%-15.8pp |
| Annual return | 10.78% | 23.67%-12.9pp | 107.36%-96.6pp | 35.65%-24.9pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $397 | $3,187-87.5% | $4,994-92.0% | $4,299-90.8% |
| Admin fee / account holder | $2 | $5,781-100.0% | $9,440-100.0% | $6,940-100.0% |