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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 | $2,780 | $97,125-97.1% | $86,233-96.8% | $137,256-98.0% |
| Participation rate | 42.9% | 74.2%-31.3pp | 69.0%-26.2pp | 80.0%-37.1pp |
| Annual return | 29.72% | 74.19%-44.5pp | 61.39%-31.7pp | 220.34%-190.6pp |
| Employer contribution / active EE | $327 | $2,841-88.5% | $2,504-87.0% | $4,156-92.1% |
| Participant deferral / active EE | $575 | $5,180-88.9% | $4,559-87.4% | $6,407-91.0% |
| Admin fee / account holder | $155 | $9,725-98.4% | $8,342-98.1% | $12,270-98.7% |