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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 | $4,644 | $51,649-91.0% | $124,206-96.3% | $64,097-92.8% |
| Participation rate | 33.8% | 45.2%-11.3pp | 69.6%-35.7pp | 55.2%-21.4pp |
| Annual return | 44.82% | 19.98%+24.8pp | 515.27%-470.4pp | 34.64%+10.2pp |
| Employer contribution / active EE | $242 | $1,057-77.1% | $3,540-93.2% | $1,891-87.2% |
| Participant deferral / active EE | $232 | $2,165-89.3% | $3,968-94.2% | $3,080-92.5% |
| Admin fee / account holder | $35 | $4,237-99.2% | $5,929-99.4% | $3,454-99.0% |