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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 | $58,627-99.1% | $76,735-99.3% | $82,448-99.4% |
| Participation rate | 63.0% | 63.2%-0.3pp | 69.5%-6.5pp | 68.1%-5.1pp |
| Annual return | 0.00% | 39.10%-39.1pp | 29.77%-29.8pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $419 | $3,134-86.6% | $4,088-89.7% | $4,139-89.9% |
| Admin fee / account holder | $9 | $5,323-99.8% | $7,189-99.9% | $7,234-99.9% |