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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 | $5,366 | $45,041-88.1% | $63,003-91.5% | $70,131-92.3% |
| Participation rate | 12.2% | 69.5%-57.3pp | 74.8%-62.6pp | 69.5%-57.3pp |
| Annual return | 136.30% | 18.76%+117.5pp | 87.59%+48.7pp | 73.14%+63.2pp |
| Employer contribution / active EE | $369 | $2,052-82.0% | $2,760-86.6% | $2,342-84.3% |
| Participant deferral / active EE | $221 | $2,465-91.0% | $3,329-93.4% | $3,332-93.4% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |