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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 | $2,377 | $56,134-95.8% | $96,161-97.5% | $85,856-97.2% |
| Participation rate | 56.6% | 56.7%-0.1pp | 68.4%-11.8pp | 69.3%-12.7pp |
| Annual return | 25.68% | 42.30%-16.6pp | 192.01%-166.3pp | 318.58%-292.9pp |
| Employer contribution / active EE | $387 | $1,620-76.1% | $2,798-86.2% | $2,565-84.9% |
| Participant deferral / active EE | $385 | $2,858-86.5% | $4,349-91.2% | $3,952-90.3% |
| Admin fee / account holder | $175 | $3,769-95.4% | $5,538-96.8% | $6,261-97.2% |