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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 | $303 | $49,657-99.4% | $93,063-99.7% | $67,986-99.6% |
| Participation rate | 29.7% | 49.9%-20.2pp | 72.1%-42.4pp | 57.2%-27.5pp |
| Annual return | 18.78% | 26.27%-7.5pp | 34.15%-15.4pp | 31.67%-12.9pp |
| Employer contribution / active EE | $0 | $1,279-100.0% | $2,476-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $80 | $2,484-96.8% | $3,958-98.0% | $3,358-97.6% |
| Admin fee / account holder | $69 | $2,843-97.6% | $6,033-98.9% | $3,203-97.9% |