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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 | $6,175 | $81,664-92.4% | $70,476-91.2% | $158,966-96.1% |
| Participation rate | 37.5% | 77.7%-40.2pp | 75.1%-37.6pp | 82.0%-44.5pp |
| Annual return | 22.11% | 208.59%-186.5pp | 109.12%-87.0pp | 302.95%-280.8pp |
| Employer contribution / active EE | $432 | $3,219-86.6% | $2,738-84.2% | $4,762-90.9% |
| Participant deferral / active EE | $525 | $4,556-88.5% | $3,710-85.8% | $5,983-91.2% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |