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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 | $829 | $19,646-95.8% | $71,585-98.8% | $64,097-98.7% |
| Participation rate | 37.6% | 64.7%-27.1pp | 68.2%-30.6pp | 55.2%-17.6pp |
| Annual return | 30.79% | 36.81%-6.0pp | 59.26%-28.5pp | 34.64%-3.8pp |
| Employer contribution / active EE | $0 | $713-100.0% | $1,669-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $264 | $1,665-84.1% | $2,923-91.0% | $3,080-91.4% |
| Admin fee / account holder | $130 | $1,850-93.0% | $4,712-97.2% | $3,454-96.2% |