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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 | $5,741 | $85,171-93.3% | $172,752-96.7% | $72,975-92.1% |
| Participation rate | 29.6% | 70.1%-40.4pp | 82.6%-53.0pp | 69.5%-39.9pp |
| Annual return | 34.70% | 27.32%+7.4pp | 802.97%-768.3pp | 81.01%-46.3pp |
| Employer contribution / active EE | $449 | $3,324-86.5% | $5,144-91.3% | $2,440-81.6% |
| Participant deferral / active EE | $716 | $3,260-78.0% | $5,198-86.2% | $3,608-80.2% |
| Admin fee / account holder | $127 | $5,880-97.8% | $13,955-99.1% | $5,124-97.5% |