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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 | $916 | $75,541-98.8% | $152,093-99.4% | $82,637-98.9% |
| Participation rate | 59.8% | 66.5%-6.8pp | 77.8%-18.0pp | 68.1%-8.3pp |
| Annual return | 20.25% | 32.56%-12.3pp | 66.36%-46.1pp | 53.51%-33.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $345 | $3,206-89.2% | $5,451-93.7% | $4,126-91.6% |
| Admin fee / account holder | $159 | $6,405-97.5% | $14,497-98.9% | $7,339-97.8% |