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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 | $353 | $36,948-99.0% | $73,658-99.5% | $87,485-99.6% |
| Participation rate | 51.9% | 46.8%+5.0pp | 57.0%-5.2pp | 68.9%-17.1pp |
| Annual return | 15.62% | 28.64%-13.0pp | 29.72%-14.1pp | 26.06%-10.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $270 | $1,379-80.4% | $2,062-86.9% | $4,274-93.7% |
| Admin fee / account holder | $293 | $2,531-88.4% | $3,357-91.3% | $7,775-96.2% |