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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 | $560 | $36,595-98.5% | $88,179-99.4% | $71,012-99.2% |
| Participation rate | 20.3% | 29.2%-8.9pp | 69.1%-48.9pp | 58.6%-38.3pp |
| Annual return | 24.88% | 61.46%-36.6pp | 64.97%-40.1pp | 37.67%-12.8pp |
| Employer contribution / active EE | $0 | $787-100.0% | $2,549-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $25 | $1,195-97.9% | $4,614-99.5% | $3,246-99.2% |
| Admin fee / account holder | $18 | $2,755-99.3% | $7,673-99.8% | $1,167-98.5% |