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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 | $2,628 | $57,305-95.4% | $86,640-97.0% | $75,173-96.5% |
| Participation rate | 65.6% | 63.2%+2.4pp | 71.7%-6.1pp | 67.2%-1.6pp |
| Annual return | 16.68% | 2674.24%-2657.6pp | 592.52%-575.8pp | 160.72%-144.0pp |
| Employer contribution / active EE | $375 | $2,316-83.8% | $3,024-87.6% | $2,671-86.0% |
| Participant deferral / active EE | $735 | $3,320-77.9% | $4,438-83.4% | $4,126-82.2% |
| Admin fee / account holder | $262 | $4,116-93.6% | $5,616-95.3% | $5,651-95.4% |