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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 | $2,453 | $115,810-97.9% | $101,271-97.6% | $158,966-98.5% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 87.79% | 56.15%+31.6pp | 46.48%+41.3pp | 302.95%-215.2pp |
| Employer contribution / active EE | $1,794 | $4,175-57.0% | $3,660-51.0% | $4,762-62.3% |
| Participant deferral / active EE | $381 | $4,958-92.3% | $4,371-91.3% | $5,983-93.6% |
| Admin fee / account holder | $7 | $7,248-99.9% | $5,948-99.9% | $11,250-99.9% |