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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 | $3,874 | $52,353-92.6% | $120,225-96.8% | $82,448-95.3% |
| Participation rate | 66.0% | 58.3%+7.6pp | 69.6%-3.6pp | 68.1%-2.1pp |
| Annual return | 19.29% | 61.85%-42.6pp | 439.23%-419.9pp | 41.64%-22.4pp |
| Employer contribution / active EE | $488 | $1,510-67.7% | $3,475-85.9% | $2,551-80.9% |
| Participant deferral / active EE | $630 | $2,627-76.0% | $3,999-84.2% | $4,139-84.8% |
| Admin fee / account holder | $246 | $4,363-94.4% | $5,696-95.7% | $7,234-96.6% |