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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 | $619 | $88,996-99.3% | $78,004-99.2% | $138,895-99.6% |
| Participation rate | 63.6% | 74.4%-10.7pp | 69.4%-5.8pp | 79.9%-16.3pp |
| Annual return | 24.74% | 28.03%-3.3pp | 31.07%-6.3pp | 145.39%-120.7pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $266 | $4,724-94.4% | $4,092-93.5% | $6,396-95.8% |
| Admin fee / account holder | $74 | $8,807-99.2% | $7,578-99.0% | $12,562-99.4% |