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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 | $510 | $59,440-99.1% | $78,004-99.3% | $82,637-99.4% |
| Participation rate | 63.0% | 62.8%+0.1pp | 69.4%-6.5pp | 68.1%-5.1pp |
| Annual return | 0.00% | 40.24%-40.2pp | 31.07%-31.1pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $419 | $3,138-86.6% | $4,092-89.8% | $4,126-89.8% |
| Admin fee / account holder | $9 | $5,504-99.8% | $7,578-99.9% | $7,339-99.9% |