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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 | $4,360 | $103,000-95.8% | $90,300-95.2% | $152,885-97.1% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 24.53% | 95.19%-70.7pp | 78.11%-53.6pp | 345.39%-320.9pp |
| Employer contribution / active EE | $280 | $3,138-91.1% | $2,854-90.2% | $4,763-94.1% |
| Participant deferral / active EE | $437 | $4,281-89.8% | $3,884-88.7% | $5,851-92.5% |
| Admin fee / account holder | $144 | $6,173-97.7% | $5,353-97.3% | $11,598-98.8% |