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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 | $666 | $63,354-98.9% | $94,105-99.3% | $82,637-99.2% |
| Participation rate | 47.1% | 63.8%-16.8pp | 71.9%-24.9pp | 68.1%-21.0pp |
| Annual return | 23.34% | 34.36%-11.0pp | 204.55%-181.2pp | 53.51%-30.2pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $383 | $2,873-86.7% | $3,881-90.1% | $4,126-90.7% |
| Admin fee / account holder | $82 | $5,073-98.4% | $6,199-98.7% | $7,339-98.9% |