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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 | $5,266 | $103,000-94.9% | $90,300-94.2% | $152,885-96.6% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.5%-42.5pp |
| Annual return | 29.89% | 95.19%-65.3pp | 78.11%-48.2pp | 345.39%-315.5pp |
| Employer contribution / active EE | $379 | $3,138-87.9% | $2,854-86.7% | $4,763-92.0% |
| Participant deferral / active EE | $415 | $4,281-90.3% | $3,884-89.3% | $5,851-92.9% |
| Admin fee / account holder | $134 | $6,173-97.8% | $5,353-97.5% | $11,598-98.8% |