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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 | $460 | $51,638-99.1% | $68,368-99.3% | $82,448-99.4% |
| Participation rate | 58.3% | 63.6%-5.3pp | 73.8%-15.4pp | 68.1%-9.7pp |
| Annual return | 13.98% | 37.53%-23.6pp | 292.57%-278.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $379 | $2,914-87.0% | $4,123-90.8% | $4,139-90.9% |
| Admin fee / account holder | $102 | $4,643-97.8% | $5,150-98.0% | $7,234-98.6% |