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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 | $5,794 | $112,729-94.9% | $98,716-94.1% | $137,256-95.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 55.28% | 38.48%+16.8pp | 31.81%+23.5pp | 220.34%-165.1pp |
| Employer contribution / active EE | $819 | $2,725-69.9% | $2,279-64.0% | $4,156-80.3% |
| Participant deferral / active EE | $1,114 | $4,640-76.0% | $4,048-72.5% | $6,407-82.6% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |