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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 | $1,457 | $29,716-95.1% | $56,077-97.4% | $80,925-98.2% |
| Participation rate | 44.0% | 41.7%+2.4pp | 52.5%-8.5pp | 67.7%-23.6pp |
| Annual return | 32.34% | 35.30%-3.0pp | 1709.28%-1676.9pp | 35.65%-3.3pp |
| Employer contribution / active EE | $153 | $671-77.2% | $1,040-85.3% | $2,756-94.5% |
| Participant deferral / active EE | $196 | $1,228-84.0% | $1,954-90.0% | $4,299-95.4% |
| Admin fee / account holder | $196 | $2,432-91.9% | $2,825-93.1% | $6,940-97.2% |