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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 | $2,472 | $34,316-92.8% | $74,722-96.7% | $72,975-96.6% |
| Participation rate | 23.5% | 42.4%-18.9pp | 54.5%-30.9pp | 69.5%-46.0pp |
| Annual return | 37.10% | 26.58%+10.5pp | 753.11%-716.0pp | 81.01%-43.9pp |
| Employer contribution / active EE | $154 | $692-77.8% | $1,084-85.8% | $2,440-93.7% |
| Participant deferral / active EE | $362 | $1,272-71.6% | $1,963-81.6% | $3,608-90.0% |
| Admin fee / account holder | $55 | $2,125-97.4% | $3,335-98.3% | $5,124-98.9% |