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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 | $772 | $41,016-98.1% | $152,093-99.5% | $64,097-98.8% |
| Participation rate | 45.9% | 51.3%-5.5pp | 77.8%-31.9pp | 55.2%-9.3pp |
| Annual return | 21.35% | 39.60%-18.3pp | 66.36%-45.0pp | 34.64%-13.3pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $136 | $1,927-92.9% | $5,451-97.5% | $3,080-95.6% |
| Admin fee / account holder | $3 | $2,305-99.9% | $14,497-100.0% | $3,454-99.9% |