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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 | $5,813 | $91,179-93.6% | $178,499-96.7% | $79,852-92.7% |
| Participation rate | 39.3% | 69.2%-29.9pp | 81.9%-42.6pp | 69.6%-30.3pp |
| Annual return | 169.55% | 24.19%+145.4pp | 151.10%+18.4pp | 31.72%+137.8pp |
| Employer contribution / active EE | $698 | $3,256-78.6% | $5,011-86.1% | $2,471-71.7% |
| Participant deferral / active EE | $770 | $3,236-76.2% | $5,202-85.2% | $3,740-79.4% |
| Admin fee / account holder | $17 | $6,749-99.7% | $13,986-99.9% | $5,306-99.7% |