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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 | $4,480 | $111,830-96.0% | $93,696-95.2% | $145,884-96.9% |
| Participation rate | 41.7% | 74.2%-32.6pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | 16.16% | 204.08%-187.9pp | 133.74%-117.6pp | 551.85%-535.7pp |
| Employer contribution / active EE | $678 | $3,093-78.1% | $2,422-72.0% | $4,662-85.5% |
| Participant deferral / active EE | $764 | $4,920-84.5% | $4,417-82.7% | $6,690-88.6% |
| Admin fee / account holder | $173 | $10,249-98.3% | $8,287-97.9% | $13,392-98.7% |