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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 | $4,643 | $49,891-90.7% | $80,607-94.2% | $75,181-93.8% |
| Participation rate | 52.5% | 55.3%-2.9pp | 67.0%-14.6pp | 67.2%-14.7pp |
| Annual return | 15.06% | 34.67%-19.6pp | 936.11%-921.0pp | 160.69%-145.6pp |
| Employer contribution / active EE | $563 | $1,698-66.9% | $2,724-79.3% | $2,671-78.9% |
| Participant deferral / active EE | $475 | $2,991-84.1% | $4,448-89.3% | $4,126-88.5% |
| Admin fee / account holder | $225 | $3,578-93.7% | $5,379-95.8% | $5,650-96.0% |