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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 | $905 | $58,848-98.5% | $88,179-99.0% | $82,637-98.9% |
| Participation rate | 58.0% | 57.9%+0.1pp | 69.1%-11.1pp | 68.1%-10.0pp |
| Annual return | 25.04% | 22.76%+2.3pp | 64.97%-39.9pp | 53.51%-28.5pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $449 | $3,124-85.6% | $4,614-90.3% | $4,126-89.1% |
| Admin fee / account holder | $133 | $4,795-97.2% | $7,673-98.3% | $7,339-98.2% |