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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 | $3,037 | $84,236-96.4% | $170,439-98.2% | $70,124-95.7% |
| Participation rate | 40.6% | 70.8%-30.2pp | 83.6%-43.0pp | 69.5%-28.9pp |
| Annual return | 77.08% | 23.06%+54.0pp | 205.94%-128.9pp | 73.14%+3.9pp |
| Employer contribution / active EE | $505 | $3,387-85.1% | $5,433-90.7% | $2,342-78.5% |
| Participant deferral / active EE | $691 | $3,086-77.6% | $4,939-86.0% | $3,332-79.2% |
| Admin fee / account holder | $8 | $5,698-99.9% | $13,881-99.9% | $4,645-99.8% |