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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 | $3,229 | $61,125-94.7% | $94,057-96.6% | $87,485-96.3% |
| Participation rate | 41.8% | 64.1%-22.3pp | 73.3%-31.6pp | 68.9%-27.1pp |
| Annual return | 60.77% | 35.20%+25.6pp | 480.62%-419.9pp | 26.06%+34.7pp |
| Employer contribution / active EE | $298 | $2,136-86.0% | $2,933-89.8% | $2,596-88.5% |
| Participant deferral / active EE | $382 | $3,260-88.3% | $4,709-91.9% | $4,274-91.1% |
| Admin fee / account holder | $142 | $5,629-97.5% | $7,244-98.0% | $7,775-98.2% |