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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 | $57,590-98.4% | $86,233-99.0% | $82,448-98.9% |
| Participation rate | 58.0% | 57.9%+0.2pp | 69.0%-11.0pp | 68.1%-10.0pp |
| Annual return | 25.04% | 22.41%+2.6pp | 61.39%-36.3pp | 41.64%-16.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $449 | $3,080-85.4% | $4,559-90.1% | $4,139-89.1% |
| Admin fee / account holder | $133 | $4,730-97.2% | $8,342-98.4% | $7,234-98.2% |