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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 | $3,551 | $58,714-94.0% | $142,874-97.5% | $85,856-95.9% |
| Participation rate | 55.6% | 58.5%-2.9pp | 72.0%-16.4pp | 69.3%-13.8pp |
| Annual return | 17.85% | 27.73%-9.9pp | 5638.58%-5620.7pp | 318.58%-300.7pp |
| Employer contribution / active EE | $463 | $1,423-67.4% | $4,145-88.8% | $2,565-81.9% |
| Participant deferral / active EE | $704 | $2,608-73.0% | $3,838-81.6% | $3,952-82.2% |
| Admin fee / account holder | $265 | $4,241-93.7% | $6,561-96.0% | $6,261-95.8% |