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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 | $444 | $48,011-99.1% | $63,803-99.3% | $82,637-99.5% |
| Participation rate | 42.2% | 66.6%-24.4pp | 72.7%-30.5pp | 68.1%-25.9pp |
| Annual return | 14.00% | 19.84%-5.8pp | 543.72%-529.7pp | 53.51%-39.5pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $163 | $2,846-94.3% | $3,843-95.7% | $4,126-96.0% |
| Admin fee / account holder | $160 | $3,873-95.9% | $5,196-96.9% | $7,339-97.8% |