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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 | $4,907 | $91,167-94.6% | $178,498-97.3% | $79,858-93.9% |
| Participation rate | 30.6% | 69.2%-38.7pp | 81.9%-51.4pp | 69.6%-39.1pp |
| Annual return | 62.91% | 24.19%+38.7pp | 151.09%-88.2pp | 31.72%+31.2pp |
| Employer contribution / active EE | $428 | $3,255-86.9% | $5,011-91.5% | $2,471-82.7% |
| Participant deferral / active EE | $560 | $3,236-82.7% | $5,202-89.2% | $3,740-85.0% |
| Admin fee / account holder | $34 | $6,747-99.5% | $13,985-99.8% | $5,306-99.4% |