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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 | $3,110 | $55,470-94.4% | $155,556-98.0% | $74,478-95.8% |
| Participation rate | 28.2% | 61.9%-33.7pp | 78.2%-50.0pp | 67.2%-39.0pp |
| Annual return | 14.38% | 269.80%-255.4pp | 64.84%-50.5pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $371 | $2,267-83.6% | $4,675-92.1% | $2,626-85.9% |
| Participant deferral / active EE | $482 | $2,838-83.0% | $5,631-91.4% | $4,350-88.9% |
| Admin fee / account holder | $96 | $1,744-94.5% | $15,885-99.4% | $1,946-95.1% |