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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 | $432 | $105,248-99.6% | $147,318-99.7% | $71,012-99.4% |
| Participation rate | 27.6% | 66.1%-38.6pp | 82.1%-54.5pp | 58.6%-31.0pp |
| Annual return | 25.66% | 26.02%-0.4pp | 70.43%-44.8pp | 37.67%-12.0pp |
| Employer contribution / active EE | $0 | $3,785-100.0% | $4,593-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $82 | $6,452-98.7% | $7,906-99.0% | $3,246-97.5% |
| Admin fee / account holder | $71 | $862-91.8% | $13,708-99.5% | $1,167-93.9% |