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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 | $770 | $58,264-98.7% | $86,617-99.1% | $71,495-98.9% |
| Participation rate | 50.3% | 65.0%-14.6pp | 71.7%-21.4pp | 67.9%-17.6pp |
| Annual return | 26.86% | 21.63%+5.2pp | 591.91%-565.1pp | 28.85%-2.0pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,023-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $253 | $3,436-92.7% | $4,437-94.3% | $4,291-94.1% |
| Admin fee / account holder | $100 | $1,057-90.5% | $5,613-98.2% | $1,588-93.7% |