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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 | $693 | $68,586-99.0% | $120,380-99.4% | $80,911-99.1% |
| Participation rate | 52.9% | 61.6%-8.7pp | 71.9%-19.1pp | 67.6%-14.8pp |
| Annual return | 29.25% | 23.62%+5.6pp | 107.28%-78.0pp | 35.63%-6.4pp |
| Employer contribution / active EE | $0 | $2,053-100.0% | $3,465-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $311 | $3,174-90.2% | $4,992-93.8% | $4,297-92.8% |
| Admin fee / account holder | $0 | $5,733-100.0% | $9,421-100.0% | $6,935-100.0% |