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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 | $4,897 | $81,208-94.0% | $98,920-95.0% | $79,856-93.9% |
| Participation rate | 48.8% | 72.5%-23.7pp | 76.0%-27.2pp | 69.6%-20.9pp |
| Annual return | 82.15% | 60.99%+21.2pp | 196.47%-114.3pp | 31.71%+50.4pp |
| Employer contribution / active EE | $665 | $1,960-66.0% | $2,689-75.3% | $2,471-73.1% |
| Participant deferral / active EE | $1,195 | $3,265-63.4% | $4,245-71.9% | $3,741-68.1% |
| Admin fee / account holder | $268 | $6,013-95.5% | $6,643-96.0% | $5,306-94.9% |