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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 | $4,254 | $100,901-95.8% | $75,670-94.4% | $147,585-97.1% |
| Participation rate | 41.7% | 77.1%-35.5pp | 72.3%-30.7pp | 82.8%-41.2pp |
| Annual return | 25.51% | 35.78%-10.3pp | 27.34%-1.8pp | 578.57%-553.1pp |
| Employer contribution / active EE | $284 | $3,253-91.3% | $2,352-87.9% | $4,876-94.2% |
| Participant deferral / active EE | $350 | $4,027-91.3% | $3,142-88.9% | $5,439-93.6% |
| Admin fee / account holder | $20 | $11,285-99.8% | $5,800-99.7% | $10,885-99.8% |