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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 | $2,358 | $108,882-97.8% | $96,754-97.6% | $154,746-98.5% |
| Participation rate | 62.5% | 75.1%-12.6pp | 70.3%-7.8pp | 80.7%-18.2pp |
| Annual return | 23.11% | 98.39%-75.3pp | 82.04%-58.9pp | 172.34%-149.2pp |
| Employer contribution / active EE | $398 | $3,018-86.8% | $2,679-85.1% | $4,379-90.9% |
| Participant deferral / active EE | $389 | $5,323-92.7% | $4,758-91.8% | $6,730-94.2% |
| Admin fee / account holder | $46 | $10,200-99.5% | $8,905-99.5% | $14,365-99.7% |