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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 | $1,946 | $34,316-94.3% | $74,723-97.4% | $72,976-97.3% |
| Participation rate | 28.2% | 42.4%-14.2pp | 54.5%-26.3pp | 69.5%-41.3pp |
| Annual return | 29.93% | 26.58%+3.3pp | 753.18%-723.2pp | 81.02%-51.1pp |
| Employer contribution / active EE | $201 | $692-70.9% | $1,084-81.4% | $2,440-91.8% |
| Participant deferral / active EE | $208 | $1,272-83.6% | $1,962-89.4% | $3,608-94.2% |
| Admin fee / account holder | $6 | $2,125-99.7% | $3,335-99.8% | $5,124-99.9% |